Samuel Herek
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.Jul 2025 to now
- Burlington CapitalJan 2025 to Jun 2025
- Charles SchwabSep 2024 to Jan 2025
- Creighton UniversityAug 2021 to May 2025
- Schmidleys Family Golf RangeJul 2019 to Jun 2025
- Creighton Prep High SchoolAug 2017 to Jul 2021
- St. Pius X St. Leo SchoolJan 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7948084
- Firm CRD
- 249