Nicholas Oppenheimer
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Racquet Club of St. PetersburgJan 2026 to now
- Raymond James & Associates, Inc.May 2024 to now
- J.W. Cole Advisors, Inc.Mar 2023 to May 2024
- J.W. Cole Financial, Inc.Nov 2022 to May 2024
- Morgan StanleyJun 2022 to Oct 2022
- UBS IncSep 2021 to May 2022
- Florida State UniversityJun 2021 to May 2022
- Florida State UniversityJan 2021 to May 2021
- Florida State UniversityApr 2020 to Dec 2020
- Florida State UniversityJan 2019 to Mar 2020
- Clemson UniversitySep 2018 to Dec 2018
- Hitchcock Law GroupMay 2018 to Aug 2018
- Countryside Country ClubMay 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7444836
- Firm CRD
- 705