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Manoj Madhavan

Oxford Chase Advisors LLC

Peachtree Corners, GA

CRD 6246799

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Employer firm

Oxford Chase Advisors LLC CRD 169050

$89.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Oxford Chase Advisors Llc

Peachtree Corners, GA • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-28
PA RA APPROVED 2021-08-06
TX RA APPROVED 2020-12-16
CA RA APPROVED 2020-11-18
GA RA APPROVED 2013-10-10
  • CO RA
    APPROVED
    Since 2025-04-28
  • PA RA
    APPROVED
    Since 2021-08-06
  • TX RA
    APPROVED
    Since 2020-12-16
  • CA RA
    APPROVED
    Since 2020-11-18
  • GA RA
    APPROVED
    Since 2013-10-10

Branch Locations

Peachtree Corners, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oxford Chase Advisors Llc Peachtree Corners GA 08/2013 Present
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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