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Philip Victor Oppenheimer is a financial advisor professional located in Lakeville, CT. They specialize in financial advisory.
Philip Victor Oppenheimer - Oppenheimer + Close, Llc holds an active professional license (FINRA CRD) for your protection.
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Philip Victor Oppenheimer operates Oppenheimer + Close, LLC, a financial advisory firm based in Lakeville, Connecticut. The business is registered with FINRA under CRD license number 353146, indicating oversight by the Financial Industry Regulatory Authority. The firm provides financial advisory services to clients seeking professional guidance on investment and financial planning matters.
Philip Victor Oppenheimer holds a FINRA CRD license, which means the firm and its advisors are registered with the Financial Industry Regulatory Authority. FINRA is a self-regulatory organization that oversees investment professionals and brokerage firms. This registration indicates the advisor operates under FINRA's regulatory framework and must comply with industry rules governing conduct, disclosures, and client interactions. The CRD (Central Registration Depository) system maintains detailed records of the firm's registration status and history.