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Oppenheimer Holdings Inc
85 Broad Street
Phone: (212) 668-8000p:212 668-8000 NEW YORK, NY  10004  United States Ticker: OPYOPY
Business Summary
Oppenheimer Holdings Inc., through its subsidiaries, is a middle market investment bank and full-service broker-dealer. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company’s Wealth Management segment provides a comprehensive array of financial services through a network of financial advisors. Its wealth management services include full-service brokerage, wealth planning, and margin lending. Its Capital Markets segment includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202412/31/2024YesYes--Yes

Industries
SIC Code Description
6211 Security brokers, dealers, and flotation companies
6282 Investment advice
6719 Offices of holding companies, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board Albert G.Lowenthal 79 5/5/2025 1/1/1985
President, Chief Executive Officer, Director Robert S.Lowenthal 48 5/5/2025 5/1/2013
Chief Financial Officer, Executive Vice President Brad M.Watkins 43 8/1/2022 8/1/2022
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
E.A. VINER INTERNATIONAL CO.
Oppenheimer & Co. Inc. 125 Broad Street New York NY United States
Oppenheimer Asset Management Inc. 85 Broad Street New York NY United States

Business Names
Business Name
Oppenheimer Europe Ltd.
Oppenheimer Holdings Inc. (USA)
OPY

General Information
Number of Employees: 2,977 (As of 12/31/2024)
Outstanding Shares: 10,527,025 (As of 3/1/2025)
Shareholders: 118
Stock Exchange: NYSE
Federal Tax Id: 980080034
Fax Number: (302) 636-5454
Email Address: fvh@idirect.com


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Wednesday, April 16, 2025