TrueAdvisor
TrueAdvisor
PV
PV

Peter Venzara

Oppenheimer & CO. INC.
39 Years of Experience
North Palm Beach, FL
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Peter Venzara is a registered investment advisor at Oppenheimer & CO. INC., based in North Palm Beach, FL, with 39 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.

Oppenheimer & CO. INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1159 advisors
Number of Clients
39,036 clients
Average Client Portfolio
$940K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11780 U.S. Highway 1, Suite N101, North Palm Beach, FL, 33408

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1999
Settled
Customer Dispute
December 1998
Pending
Customer Dispute
November 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Peter provides notary services to individuals outside of Oppenheimer & Co. Inc. He does not receive compensation for these services, and they are unrelated to financial services or investment advice.

Employment History
Current Registrations
Oppenheimer & CO. INC.
December 2008 - Present · 17 yrs 10 mos
Oppenheimer & CO. INC.Broker
December 2008 - Present · 17 yrs 10 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
September 1998 - April 2007 · 8 yrs 7 mos
Morgan Stanley
September 1998 - April 2007 · 8 yrs 7 mos
Prudential Securities IncorporatedBroker
October 1992 - September 1998 · 5 yrs 11 mos
Painewebber IncorporatedBroker
August 1990 - November 1992 · 2 yrs 3 mos
Raymond James & Associates, INC.Broker
February 1988 - August 1990 · 2 yrs 6 mos
Interstate Securities CorporationBroker
May 1987 - February 1988 · 9 mos
Blinder, Robinson & Co.,inc.Broker
September 1986 - April 1987 · 7 mos
State Registrations15 states
ALCACOFLGAHIINMDMINCNYPARISCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in North Palm Beach, FL →All financial advisors in Florida →