Sonoma R Adams
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.Jul 2026 to now
- UnemployedJun 2026 to Jul 2026
- Point Wealth ManagementJun 2025 to Aug 2025
- Dartmouth CollegeSep 2022 to Jun 2026
- DcalMar 2022 to Oct 2025
- Huntington Crescent ClubApr 2021 to Aug 2025
- St. Anthonys High SchoolSep 2018 to Jun 2022
- William T. RogersSep 2016 to Jun 2018
- SusaJun 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8083132
- Firm CRD
- 249