Charlotte Rose macgregor Sigg
Investment adviser representative at Oppenheimer & Co. Inc.
13 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
13 years in the industry.
- Oppenheimer & Co. Inc.Apr 2026 to now
- Whole FoodsNov 2025 to Mar 2026
- Keenan FinancialNov 2025 to Feb 2026
- Keenan Financial Insurance Agency Services LLCJul 2025 to Feb 2026
- Sage Hr AdvisorsJun 2025 to Aug 2025
- New Canaan Field ClubJun 2024 to Aug 2024
- William RaveisJun 2023 to Aug 2023
- Toddler TimeJun 2022 to Aug 2022
- Denison UniversityAug 2021 to May 2025
- Self EmployedJun 2021 to Aug 2021
- New Canaan High SchoolAug 2017 to Jun 2021
- Saxe Middle SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 8186141
- Firm CRD
- 249