Ryan M. Leggett
Investment adviser representative at Oxbow Advisors, LLC
14 yearsExperience
1 stateRegistered in
$2.5BFirm assets
15 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Herndon Plant Oakley Ltd.Mar 2025 to now
- Oxbow Advisors, LLCMar 2025 to now
- Bank of America, N.A.Apr 2018 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Feb 2025
- Texas A&m Agrilife ExtensionApr 2016 to May 2017
- Texas A&m UniversityMay 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oxbow Advisors, LLC
$2.5BAssets managed
744Clients
10Advisers
15 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
- 6823961
- Firm CRD
- 156393