Cheng Li
Investment adviser representative at Oppenheimer & Co. Inc.
15 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
15 years in the industry.
- Oppenheimer & Co. Inc.Apr 2020 to now
- UnemployedMar 2020 to Apr 2020
- Msq VenturesSep 2018 to Mar 2020
- Russo PartnersMay 2018 to Aug 2018
- Weill Cornell MedicineSep 2011 to Sep 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
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
- 7281521
- Firm CRD
- 249