Alex Kavazis
Investment adviser representative at Oppenheimer & Co. Inc.
11 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
11 years in the industry.
- Oppenheimer & Co. Inc.Jan 2026 to now
- UnemployedNov 2025 to Dec 2025
- Guardian Life Insurance CompanyOct 2024 to Oct 2025
- Park Avenue SecuritiesOct 2024 to Oct 2025
- National Financial Network/guardianJun 2024 to Oct 2025
- Marios PizzeriaJul 2019 to May 2024
- Farmingdale State CollegeFeb 2019 to May 2024
- PaneraJul 2017 to Jun 2019
- Bethpage HighschoolAug 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7939203
- Firm CRD
- 249