Henry Thomas Nagel
Investment adviser representative at Oppenheimer & Co. Inc.
10 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
10 years in the industry.
- Oppenheimer & Co. Inc.Apr 2025 to now
- UnemployedMay 2024 to Apr 2025
- Equity Lifestyle PropertiesJun 2023 to Aug 2023
- Monroe CapitalJun 2022 to Aug 2022
- Digital Design CorporationMay 2021 to Aug 2021
- Bucknell UniversityAug 2020 to May 2024
- The Club At WynstoneMay 2018 to Aug 2020
- Lake Zurich High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8070141
- Firm CRD
- 249