Erik Tomasz Mikrut
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.
- Oppenheimer & Co. Inc.Jul 2026 to now
- UnemployedJun 2026 to Jun 2026
- Zurich North AmericaMay 2025 to Aug 2025
- Water Watchers Pool ManagementMay 2024 to Aug 2024
- Indiana University BloomingtonAug 2022 to May 2026
- TargetMay 2021 to Dec 2024
- Saint Viator High SchoolAug 2018 to May 2022
- UnemployedJun 2018 to Jul 2018
- St. James SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8312124
- Firm CRD
- 249