Christopher Bradford Gioia
Investment adviser representative at Oxford Financial Group, Ltd
16 yearsExperience
1 stateRegistered in
$23.3BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Oxford Financial Group, LtdJul 2025 to now
- UnemployedJan 2025 to Jun 2025
- Tannenbaum Capital Group (afc Gamma, Southern Realty Trust)Nov 2020 to Jan 2025
- Armavir PartnersMay 2018 to Nov 2020
- Cowen Inc.Nov 2009 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Oxford Financial Group, Ltd
Legal name: Oxford Financial Group, Ltd. LLC
$23.3BAssets managed
697Clients
50Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5732625
- Firm CRD
- 105303