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Angelina Marie Anderson

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.

  1. Oppenheimer & Co. Inc.Jun 2026 to now
  2. Meridian Wealth AdvisorsJun 2025 to Aug 2025
  3. University of FloridaAug 2024 to May 2026
  4. ModelOct 2023 to Jun 2026
  5. Santa Fe CollegeAug 2022 to May 2024
  6. Raymond JamesMay 2022 to Aug 2022
  7. Private TutoringJan 2020 to May 2026
  8. Sukoy Hibachi ExpressJan 2020 to Aug 2024
  9. Dr. Phillips High SchoolAug 2018 to May 2022
  10. Southwest Middle SchoolAug 2015 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

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

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
8077447
Firm CRD
249
Advisor's SEC record (opens in a new tab)
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