Chad Anthony Safier
Investment adviser representative at Oxford Wealth Group, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Oxford Wealth Group, LLCAug 2024 to now
- LPL Financial LLCNov 2021 to Aug 2024
- Bank of America, N.A.Dec 2018 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Nov 2021
- UnemployedJun 2018 to Dec 2018
- Edward JonesJul 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6677140
- Firm CRD
- 319561