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Offer Tidhar

Oppenheimer & CO. INC.
36 Years of Experience
Washington, DC
1 DisclosureBroker
View SEC Summary
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Offer Tidhar is a registered investment advisor at Oppenheimer & CO. INC., based in Washington, DC, with 36 years of industry experience. Offer 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

1801 K Street Nw, Suite 750, Washington, DC, 20006

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History

Regulatory History (1)
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
July 2003
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Oppenheimer & CO. INC.
December 2005 - Present · 20 yrs 10 mos
Oppenheimer & CO. INC.Broker
December 2005 - Present · 20 yrs 10 mos
Previous Registrations
Morgan Stanley
September 2003 - December 2005 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
October 2002 - December 2005 · 3 yrs 2 mos
U.S. Bancorp Piper Jaffray INC.
August 2000 - October 2002 · 2 yrs 2 mos
U.S. Bancorp Piper Jaffray INC.Broker
July 2000 - October 2002 · 2 yrs 3 mos
Sutro & CO. IncorporatedBroker
July 1996 - August 2000 · 4 yrs 1 mo
Dean Witter Reynolds INC.Broker
December 1989 - July 1996 · 6 yrs 7 mos
State Registrations15 states
CACODCFLIDMDMINCNYOHORPATXVAWA
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.
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