Marikatherine Grace Ambro
Investment adviser representative at Oppenheimer & Co. Inc.
12 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business
Are you Marikatherine Grace Ambro? Claim your profile
Contact this firm
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
12 years in the industry.
- Oppenheimer & Co. Inc.Feb 2023 to now
- Boesky ChiropracticSep 2022 to Jan 2023
- Natural Health CenterMay 2022 to Jan 2023
- Gull Lake View Golf Club and ResortMay 2021 to Aug 2021
- Natural Health CenterMay 2021 to Aug 2021
- Gull Lake View Golf Club and ResortMay 2020 to Aug 2020
- Miami UniversityAug 2018 to May 2022
- Saint Mary's SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7696464
- Firm CRD
- 249