Boban Markovic
Investment adviser representative at Oppenheimer & Co. Inc.
10 yearsExperience
2 statesRegistered in
CFADesignation
$36.7BFirm assets
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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
10 years in the industry.
- Oppenheimer & Co. Inc.Sep 2024 to now
- UnemployedAug 2023 to Sep 2024
- Credit SuisseJun 2022 to Aug 2022
- Atoll Financial Group / Ba SecuritiesApr 2020 to Jul 2023
- Institute of International FinanceFeb 2017 to Mar 2020
- Ankura ConsultingDec 2016 to Jan 2017
- Zivid Ventures, LLCOct 2016 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7201491
- Firm CRD
- 249