David Hunter Robb
Financial advisor at Oppenheimer & Co. Inc. · Philadelphia, PA
Last updated 2026-10-10
Claim your profileDavid Hunter Robb is a financial advisor at Oppenheimer & Co. Inc. in Philadelphia, PA, CRD 1331359. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2011-10-28.
Registration
- CRD number
- 1331359
- Registration status
- Active
- IAPD registration
- 2011-10-28
- Industry Experience
- 14 years
- Work Experience
- 17 years
- States registered
- NJ, PA
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-05 to 2016-11 · Wells Fargo Advisors LLC · Philadelphia, PA
- 2016-11 to 2017-11 · Wells Fargo Clearing Services, LLC · Philadelphia, PA
- 2017-11 to 2025-12 · Janney Montgomery Scott, LLC · Philadelphia, PA
- 2025-12 to Present · Oppenheimer & Co. Inc. · Philadelphia, PA
Current employment
- Oppenheimer & Co. Inc. · New York, NY
Oppenheimer & Co. Inc.
- Regulatory AUM
- $36,710,705,748
- Registered advisors
- 1,166
- Offices
- 452
- Clients per advisor
- 33.5 (Low)
- Average AUM per client
- $940.4K (Low)
- High-net-worth client ratio
- 3.1% (Low)
Oppenheimer & Co. Inc.: advisors, services and reported ETF investments
About
David Hunter Robb is a financial advisor at Oppenheimer & Co. Inc. in Philadelphia, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 17 years of reported work history. Reported roles include Janney Montgomery Scott, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC.
SEC disclosures list additional business and community activities: My Wife And I Jointly Own A Property In Ventnor: The property currently consists of two units; We occassionally rent the upstairs unit to people who want to spend a week or two at the shore.
Oppenheimer & Co. Inc.'s firm-level Form ADV reports 1,166 advisors across 452 offices; approximately 33.5 clients per advisor, average assets per client of $940,432, and regulatory AUM of $36.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $2.7B across 557 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Hunter Robb personally.
Reported ETF positions
Oppenheimer & reports 557 ETF positions worth $2.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $100.8M |
| SPY — SPDR S&P 500 ETF TRUST | $94.7M |
| IWF — iShares Russell 1000 Growth Fund | $81.7M |
| IVV — iShares Core S&P 500 ETF | $78.8M |
| VOO — Vanguard S&P 500 ETF | $71.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Oppenheimer &'s strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $14.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $5.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $7.1M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $15.9M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Oppenheimer & Co. Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
1818 Market Street, Philadelphia, PA 19103
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 212-668-8000
- Website: oppenheimer.com
Official record
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