Chad Anthony Safier

Employer firm

Oxford Wealth Group, LLC CRD 319561

$328M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 06/2018
  Edward Jones
  St Louis, MO
• 12/2018 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Deland, FL
• 12/2018 → 11/2021
  Bank Of America, N.A.
  Deland, FL
• 06/2018 → 12/2018
  Unemployed
  Winter Springs, FL
• 11/2021 → 08/2024
  Lpl Financial Llc
  Altamonte Springs, FL
• 08/2024 → Present
  Oxford Wealth Group, Llc
  Orlando, FL

Previous Registrations

• 2021-11-17 → 2024-08-27
  Lpl Financial Llc
  Altamonte Springs, FL
• 2018-12-18 → 2021-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Deland, FL
  Longwood, FL
  Apopka, FL
  Orange City, FL
  Apopka, FL
• 2016-10-19 → 2018-07-03
  Edward Jones
  Oviedo, FL
  Winter Springs, FL
  St Louis, MO
  Oviedo, FL

Other Businesses

1) INSURANCE SALES;INVESTMENT RELATED; ORLANDO, FL; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 8/2024 ; DEVOTE 1-20 HOURS PER WEEK AT THIS TIME TO THIS ACTIVITY DURING TRADING HOURS; COMPENSATION IS COMMISSION.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-17

Other Names

• Chad Anthony Safier
• Chad Safier