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Lauren Blakeley

Investment adviser representative at Oppenheimer & Co. Inc.
9 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

9 years in the industry.

  1. Oppenheimer & Co. Inc.Jul 2023 to now
  2. Petiquette Pooch ConciergeMar 2023 to Jun 2023
  3. UnemployedNov 2022 to Feb 2023
  4. Bloomingdale'sAug 2014 to Oct 2022

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MA).

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
7782705
Firm CRD
249
Advisor's SEC record (opens in a new tab)
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