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Oxler Private Wealth CRD 309684
$578M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
800 Westchester Ave Suite 641N, Rye Brook, NY 10573 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-20 |
| FL | RA | APPROVED | 2020-09-11 |
| TX | RA | APPROVED_RES | 2020-08-14 |
Branch Locations
800 Westchester Ave Suite 641N, Rye Brook, NY 10573 • United States
Miami Beach, FL • United States
3 Columbus Circle 15Th Floor, New York, NY 10019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co | New York | NY | 03/1988 | 08/2020 |
| Oxler Private Wealth Llc | New York | NY | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1979-10-15 |
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