Thea Renee Vunk
Investment adviser representative at Oppenheimer & Co. Inc.
13 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
13 years in the industry.
- Oppenheimer & Co. Inc.Jul 2021 to now
- Cravath, Swaine & MooreJun 2020 to Aug 2020
- New England Country FoodsJun 2019 to Aug 2019
- Elon UniversityAug 2017 to May 2021
- The Reluctant Panther Inn and RestaurantOct 2016 to Aug 2017
- J. Crew FactorySep 2016 to Jan 2020
- Burr and Burton AcademyAug 2013 to Jun 2017
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
- 7409630
- Firm CRD
- 249