Morgan Stanley
47yrs
Top advisor for experience in New York
47yrs
Ralph Kevin Crovo
Financial advisor at Oppenheimer &
At a glance
Experience47 years (since 1979)
How that compares ?Top 1% for experience in New York
Office85 Broad Street 22nd Floor, New York, NY 10004
FirmOppenheimer &
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Oppenheimer &
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2007 – nowOppenheimer & Co. Inc.Current firm
- Sep 2006 – May 2007Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Ralph
Tailored to Ralph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
About Ralph
How do I contact Ralph?
Call Oppenheimer & at 212-668-8000 and ask for Ralph Kevin Crovo. Ralph works from the New York, NY office.
How long has Ralph been a financial advisor?
Ralph has been in the industry since 1979, about 47 years. Top 1% for experience in New York.
What licenses does Ralph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ralph a fiduciary?
Ralph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ralph paid?
Oppenheimer & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ralph for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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