Sarasota, FL Office
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Oppenheimer
Enterprise
Firm-wide stats for Oppenheimer
About
Oppenheimer serves individuals (including high-net-worth clients), corporations, pooled vehicles and retirement plans, and offers a range of advisory programs and services including discretionary and non-discretionary portfolio management, consulting and retirement services, the Fahnestock Asset Management (FAM) and Alpha programs, Preference accounts, and financial planning. The firm provides both execution and advisory support to institutional and unaffiliated advisors through its consulting services and retirement-plan offerings.
Oppenheimer’s investment approach varies by program and advisor and includes strategic and tactical asset allocation across equity, balanced and fixed income strategies, manager selection, and periodic rebalancing; certain programs rely on commission-based execution (notably Alpha and some FAM accounts) while others use asset‑based fees and wrap-style features (Preference). As of December 31, 2025, Oppenheimer reported approximately $36.7 billion in assets under management, with about $14.2 billion managed on a discretionary basis and roughly $22.5 billion managed non-discretionarily, reflecting a heavier-than-typical emphasis on non-discretionary relationships for an enterprise adviser.
Distinctive features include that Oppenheimer is both a registered broker‑dealer and a qualified custodian, and it retains cash-sweep and other administrative fees from its Advantage Bank Deposit sweep program and other intermediary arrangements—practices that can create conflicts of interest relative to independent custody or sweep alternatives. The firm also has affiliated asset-management and trust businesses and acts as placement agent for affiliated funds, and its regulatory history includes FINRA and SEC enforcement matters (including matters relating to mutual fund share-class selection and ETF supervision), which are disclosed in the firm’s Brochure.
Based on Oppenheimer
Location
1800 Second Street, Suite 870
Sarasota FL 34236
Advisors at this office
3
Advisors at this office
Angelina A
Series 65, Series 63
Sarasota, FL
Oppenheimer
Angelina Anderson is a financial advisor at Oppenheimer with Series 65 and Series 63 licenses and approximately one year of industry experience. Her background includes roles in wealth advisory and private tutoring, as well as work in education and modeling. Oppenheimer serves individual and institutional clients with a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs a varied investment approach across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets as of the end of 2025.
Michael O
Series 63, Series 65
Sarasota, FL
Oppenheimer
Michael Oshaughnessey is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Oppenheimer since 2009. He also serves as a co-trustee of the William O'Shaughnessey LIV Trust Estate, involved in estate asset distribution. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation alongside a range of investment vehicles and acts as a qualified custodian for client assets.
David J
Series 65, Series 63
Sarasota, FL
Oppenheimer
David Jarrell is a financial advisor with Oppenheimer in Sarasota, FL, holding Series 65 and Series 63 credentials and 17 years of industry experience. His career includes positions at Wells Fargo Advisors Financial Network and Lakewood Ranch Family Counseling before joining Oppenheimer in 2019. Outside of finance, Jarrell works as a life coach and hypnotherapist, teaches yoga classes, and delivers food through DoorDash. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and periodic rebalancing, managing approximately $36.7 billion in assets as of December 31, 2025.
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