Preston Edward Warren
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.Mar 2026 to now
- Traci Ens and Associates RealtyMar 2026 to now
- UnemployedDec 2025 to Mar 2026
- Benchmark InternationalMar 2025 to Dec 2025
- UnemployedJan 2025 to Mar 2025
- Michigan State UniversityAug 2024 to Dec 2024
- Michigan State UniversityAug 2023 to May 2024
- Crunchy'sMar 2023 to Jan 2025
- ChipotleSep 2022 to Mar 2023
- Michigan State UniversityAug 2022 to May 2023
- Caseville Watersport Rentals LLCMay 2022 to Jul 2023
- MeijerJan 2022 to Apr 2022
- Michigan State UniversityAug 2021 to May 2022
- Bay Port InnApr 2021 to Aug 2023
- Cottage Inn PizzaSep 2020 to Nov 2020
- Michigan State UniversityAug 2020 to May 2021
- Cottage Inn PizzaMar 2020 to Aug 2020
- Michigan State UniversityAug 2019 to May 2020
- Laker High SchoolAug 2018 to May 2019
- Independent BankJun 2018 to Aug 2022
- Laker High SchoolAug 2017 to Jun 2018
- Scenic Golf & Country Club IncJun 2017 to Jun 2018
- Laker High SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8245417
- Firm CRD
- 249