Boyd Crumbaugh
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.Sep 2025 to now
- University of WashingtonAug 2023 to Aug 2025
- Cascadia Community CollegeAug 2022 to Aug 2023
- Montana State UniversityAug 2021 to Aug 2022
- Bothell High SchoolSep 2017 to Aug 2021
- Canyon Park Middle SchoolAug 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8030606
- Firm CRD
- 249