Charles Gregory Griffith
Investment adviser representative at Oppenheimer & Co. Inc.
10 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business
Are you Charles Gregory Griffith? Claim your profile
Contact this firm
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.Jun 2026 to now
- Culinary DropoutAug 2025 to Apr 2026
- Thirsty LionAug 2024 to Dec 2024
- Elevated Financial ManagementJun 2024 to Aug 2025
- Earls Kitchen + BarMay 2024 to Aug 2025
- Bongos's CafeMay 2023 to May 2024
- Arizona State UniversityAug 2022 to May 2026
- Zeek's PizzaSep 2021 to Aug 2022
- Maggiano's Little ItalyFeb 2021 to Aug 2021
- Roosevelt High SchoolSep 2020 to Jun 2022
- Kings Middle and High SchoolJan 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8298171
- Firm CRD
- 249