Stephen Farrell
Oppenheimer + Close · New York, New York
Stephen Farrell is a fee-only financial advisor at Oppenheimer + Close in New York, New York. Stephen charges a flat fee or retainer.
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Facts
| Firm | Oppenheimer + Close |
|---|---|
| Based in | New York, New York |
| Fee model | Flat fee or retainer |
| Assets under management | $93.0M across 127 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7401902 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.oppvest.com |
| Profile |
How Stephen's firm compares
- Oppenheimer + Close's average account is about $732,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Stephen
Is Stephen Farrell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Oppenheimer + Close reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen charges a flat fee or retainer.
Where is Stephen Farrell based?
Stephen Farrell is based in New York, New York.
Is Stephen Farrell registered with the SEC?
Yes. Stephen Farrell is registered as an investment adviser representative in NY (CRD 7401902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oppenheimer + Close manage?
Oppenheimer + Close reports $93.0M across 127 accounts in assets under management.
How do I contact Stephen Farrell?
Through Stephen's website, www.oppvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Oppenheimer + Close website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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