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Mark A

Series 66

New York, NY

Oppenheimer

Mark Abbonizio is a financial advisor with Oppenheimer, holding a Series 66 designation and 13 years of industry experience. He has been with Oppenheimer & Co since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Mary R

Series 63, Series 65

New York, NY

Oppenheimer

Mary Ryan is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies covering equity, balanced, and fixed-income portfolios through discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Austin K

Series 66

New York, NY

Oppenheimer

Austin Kline is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Santander Securities, Merrill, and Citizens Securities. His background also includes roles outside of finance, such as positions at DoorDash and Home Depot. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of advisory programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches, and maintains custody of client assets as a qualified custodian.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Roger F

Series 63

New York, NY

Oppenheimer

Roger Felberbaum is a financial advisor at Oppenheimer with 61 years of industry experience. He has previously worked at RBC Capital Markets LLC and City National Bank. He is the president of the Felberbaum Family Foundation, a family foundation established for charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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