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Lucas Stephen Seidel

Investment adviser representative at Oppenheimer & Co. Inc.
8 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

8 years in the industry.

  1. Oppenheimer & Co. Inc.Jul 2024 to now
  2. UnemployedJan 2024 to Jul 2024
  3. Skis PaintingOct 2017 to Jan 2024
  4. T&a SupplyApr 2016 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7955829
Firm CRD
249
Advisor's SEC record (opens in a new tab)
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