Eric C. Oppenheim

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CRD#: 2444926

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Carl Oppenheim, who also goes by Eric Oppenheim, Rick Oppenheim, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2000. Eric had worked at 9 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Eric Oppenheim | Rick Oppenheim

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I serve on the board of directors of MiCommunity Bank and on various board committees. This business activity is investment-related. MiCommunity Bank's address is 3707 West Maple Road, Bloomfield Township, Michigan 48301. The nature of the business is banking. My position and title is "director," and my start date was September 17, 2018. I expect to devote approximately four hours per month to this business activity, including one hour during securities trading hours. My duties involve attending monthly board meetings and periodic committee meetings.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 4, 2025 - July 30, 2025

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Southfield, MI

Past

March 1, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Southfield, MI

Past

September 13, 2013 - March 21, 2024

TELEMUS CAPITAL, LLC

RIA

CRD#: 168794

SOUTHFIELD, MI

Past

September 20, 2010 - September 12, 2013

TELEMUS WEALTH ADVISORS, LLC

RIA

CRD#: 134114

SOUTHFIELD, MI

Past

September 20, 2010 - September 12, 2013

TELEMUS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 131580

SOUTHFIELD, MI

Past

September 20, 2010 - September 12, 2013

BEACON ASSET MANAGEMENT, LLC

RIA

CRD#: 142129

SOUTHFIELD, MI

Past

October 12, 2009 - February 5, 2013

TELEMUS INVESTMENT BROKERS, LLC

CRD#: 133957

SOUTHFIELD, MI

Past

March 8, 2006 - December 31, 2007

TEACHERS PERSONAL INVESTORS SERVICES, INC.

CRD#: 36130

CHARLOTTE, NC

Past

February 11, 2005 - March 17, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHARLOTTE, NC

Past

April 24, 2000 - July 20, 2004

COMERICA SECURITIES

CRD#: 17079

DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/11/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/20/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/14/2000

General Securities Principal Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

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Contact information

Main Address

10 S Wacker Drive Suite 2600, Chicago, IL 60606

Mailing Address

Phone number

(312) 334-7300

Established

Firm type

Fiscal year end

# of Employees

372

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)

KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)

KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	38,915
AUM (Assets Under Management)	$ 31,731,798,984

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eric C. Oppenheim

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TELEMUS CAPITAL, LLC

TELEMUS WEALTH ADVISORS, LLC

TELEMUS INVESTMENT MANAGEMENT, LLC

BEACON ASSET MANAGEMENT, LLC

TELEMUS INVESTMENT BROKERS, LLC

TEACHERS PERSONAL INVESTORS SERVICES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

COMERICA SECURITIES

Primary Firm SEC Registration

KOVITZ INVESTMENT GROUP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2010

Series 7

Date: 4/20/2000

Series 24

Date: 8/14/2000

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TRUST BUT VERIFY

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