Samuel Josiah Dixon
Investment adviser representative at Oxford Wealth Group, LLC
11 yearsExperience
3 statesRegistered in
$327.9MFirm assets
4 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
Experience
11 years in the industry.
- Oxford Wealth Group, LLCMar 2023 to now
- Oxford Advisory Group, LLCJun 2018 to now
- Ae Wealth Management, LLCJun 2017 to now
- USA Financial SecuritiesJan 2017 to Mar 2017
- Eqis Capital ManagementDec 2015 to Jun 2017
- Black Harbor Wealth ManagementJan 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (FL, SC, TX).
Oxford Wealth Group, LLC
$327.9MAssets managed
915Clients
7Advisers
4 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
- 6579050
- Firm CRD
- 319561