Trent Michael Rogy
Investment adviser representative at Oxford Wealth Group, LLC
10 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
10 years in the industry.
- Oxford Wealth Group, LLCJun 2023 to now
- Financial Engines Advisors L.L.C.May 2022 to Jun 2023
- Ignite Financial Planning, LLCJan 2022 to May 2022
- Rogy Financial Planning, LLCJan 2021 to Apr 2022
- Arthur J. GallagherJun 2019 to May 2022
- Pearl InsuranceMay 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7326411
- Firm CRD
- 319561