Caitlyn Berry
Investment adviser representative at Oppenheimer & Co. Inc.
11 yearsExperience
2 statesRegistered in
$36.7BFirm assets
71 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Oppenheimer & Co. Inc.Mar 2026 to now
- TotalcareitMay 2024 to Feb 2026
- Morgan StanleyAug 2019 to May 2024
- UBSFeb 2019 to Jul 2019
- Pjt PartnersJan 2018 to Aug 2018
- Adrienne's PizzeriaAug 2016 to Jan 2018
- The King's CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6897312
- Firm CRD
- 249