Morgan Stanley
47yrs
Top advisor by experience in New York
17yrs
Paramveer Singh
Financial advisor at Oppenheimer & Co.
Paramveer Singh has worked in the financial industry for 17 years and is a financial advisor based in New York, New York. Paramveer has been with Oppenheimer & Co. since 2025. Paramveer holds the CFA designation.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 62% of advisors in New York
Office85 Broad Street 25th Floor,26th Floor, New York, NY 10004
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Oct 2025 – nowOppenheimer & Co. Inc.Current firm
- 2023 – 2025Oppenheimer & Co. Inc.Previously
Questions to ask Paramveer
Tailored to Paramveer’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Paramveer
How do I contact Paramveer?
Call Oppenheimer & Co. at (212) 668-8000 and ask for Paramveer Singh. Paramveer works from the New York, NY office.
How long has Paramveer been a financial advisor?
Paramveer has been in the industry since 2009, about 17 years. More experience than 62% of advisors in New York.
What licenses does Paramveer hold?
Series 63. Tap any license on this page to see what it allows.
Is Paramveer a fiduciary?
Paramveer is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Paramveer paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Paramveer for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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