Kyle Andrew Matthews
Investment adviser representative at Oppenheimer & Co. Inc.
15 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
15 years in the industry.
- Oppenheimer & Co. Inc.Nov 2022 to now
- MML Investors Services, LLCOct 2021 to Nov 2022
- Mass Mutual Life Insurance CompanyJul 2021 to Nov 2022
- Equitable AdvisorsJun 2021 to Jul 2021
- Montclair State UniversitySep 2017 to Jun 2021
- Northern Burlington Regional HighschoolJan 2011 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7391560
- Firm CRD
- 249