James Stagnaro Wohrer
Investment adviser representative at Oppenheimer & Co. Inc.
11 yearsExperience
1 stateRegistered 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.Jan 2024 to now
- Morgan StanleyJan 2020 to Jan 2024
- Morgan StanleyJun 2019 to Aug 2019
- UberAug 2016 to Oct 2019
- Legarza Sports CampsJun 2016 to Aug 2018
- University of Puget SoundAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7112937
- Firm CRD
- 249