Austin T Kline
Investment adviser representative at Oppenheimer & Co. Inc.
12 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
12 years in the industry.
- Oppenheimer & Co. Inc.Nov 2023 to now
- UnemployedAug 2023 to Nov 2023
- Fidelity InvestmentsMar 2022 to Aug 2023
- DoordashOct 2021 to Mar 2022
- Santander Bank, NAFeb 2021 to Mar 2022
- Santander Securities, LLCFeb 2021 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2019 to Feb 2021
- Citizens Securities, Inc.Aug 2018 to Sep 2018
- Citizens BankJun 2018 to Mar 2019
- Weis MarketsOct 2017 to May 2018
- Whelan Security Company, Inc.Sep 2017 to Sep 2017
- SprintMay 2017 to Aug 2017
- Home DepotNov 2015 to Sep 2017
- Bloomsburg UniversityJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6990827
- Firm CRD
- 249