Portsmouth, NH Office
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Oppenheimer
Enterprise
Firm-wide stats for Oppenheimer
About
Oppenheimer is a registered investment adviser and broker-dealer that serves individuals (including high net worth clients), corporations, pension and profit‑sharing plans, charitable organizations, pooled investment vehicles and IRAs. The firm offers a broad set of programs — including Fahnestock Asset Management (FAM), Alpha, consulting and retirement services, Preference and financial planning — delivered on both discretionary and non‑discretionary bases.
Advisory services span equity, balanced and fixed‑income portfolios and use strategic and tactical asset allocation, manager selection and periodic portfolio reviews; suitability reviews and branch manager oversight are part of the account‑approval and monitoring process. Consulting and retirement engagements are typically non‑discretionary and involve development of investment policy statements, asset allocation guidance and performance reporting tailored to each client’s objectives.
What is noteworthy compared with many enterprise peers is that Oppenheimer maintains custody of client assets as a qualified custodian while also operating its broker‑dealer and advisory businesses, and it reports a larger share of its advisory assets as non‑discretionary (about $22.48 billion of $36.71 billion managed). The firm also operates commission‑based advisory programs (for example, certain FAM and Alpha accounts) and runs a firm sweep program for uninvested cash that generates additional compensation to the firm, a potential conflict disclosed in its brochure.
Based on Oppenheimer
Expertise
Based on Oppenheimer
Location
One Harbour Place, Suite 325
Portsmouth NH 03801
Advisors at this office
4
Advisors at this office
Austin C
Series 66
Portsmouth, NH
Oppenheimer
Austin Cornish is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Oracle Corporation. Cornish has been with Oppenheimer since 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.
Carter M
Series 66
Portsmouth, NH
Oppenheimer
Carter Madden is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and previously worked at Cinnamon Rainbows Surf Company and Westminster College. 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 wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.
John C
Series 63, Series 65
Portsmouth, NH
Oppenheimer
John Coombs is a financial advisor with Oppenheimer in Portsmouth, NH, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.
Jonathan D
Series 66
Portsmouth, NH
Oppenheimer
Jonathan Dooda is a financial advisor at Oppenheimer with 20 years of industry experience and holds a Series 66 designation. He has been with Oppenheimer since 2004. 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 broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.
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