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Christopher Clay Mcanany

Oxford Wealth Group, LLC

Orlando, FL

Tampa, FL

CRD 6930341

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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:

Current Employers
Oxford Wealth Group, Llc

111 N. Orange Avenue Suite 775, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-31
  • FL RA
    APPROVED
    Since 2025-01-31

Branch Locations

111 N. Orange Avenue Suite 775, Orlando, FL 32801 • United States

3030 N Rocky Point Dr W, Tampa, FL 33607 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2018 09/2020
Northwestern Mutual Investment Services Llc San Antonio TX 07/2018 09/2020
Student San Antonio TX 08/2014 05/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2019 09/2020
The Prudential Insurance Company Of America West Palm Beach FL 09/2020 07/2021
Pruco Securities, Llc West Palm Beach FL 09/2020 06/2021
Ben's Supermarket San Antonio TX 05/2016 08/2017
Lincoln Investment Wellington FL 07/2021 08/2024
Capital Analysts Fort Washington PA 07/2021 08/2024
Oxford Wealth Group, Llc Clermont FL 09/2024 Present
  • 04/2018 → 09/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2018 → 09/2020
    Northwestern Mutual Investment Services Llc
    San Antonio, TX
  • 08/2014 → 05/2018
    Student
    San Antonio, TX
  • 01/2019 → 09/2020
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2020 → 07/2021
    The Prudential Insurance Company Of America
    West Palm Beach, FL
  • 09/2020 → 06/2021
    West Palm Beach, FL
  • 05/2016 → 08/2017
    Ben's Supermarket
    San Antonio, TX
  • 07/2021 → 08/2024
    Wellington, FL
  • 07/2021 → 08/2024
    Fort Washington, PA
  • 09/2024 → Present
    Clermont, FL
Previous Registrations
Other Businesses

1) INSURANCE SALES;INVESTMENT RELATED; ORLANDO, FL; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 9/2024 ; DEVOTE 1-20 HOURS PER WEEK AT THIS TIME TO THIS ACTIVITY DURING TRADING HOURS; COMPENSATION IS COMMISSION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-25
S63 Uniform Securities Agent State Law Examination 2018-10-25
  • S65 Uniform Investment Adviser Law Examination
    2021-01-25
  • S63 Uniform Securities Agent State Law Examination
    2018-10-25
Other Names
  • Clay Mcanany
  • Clay Mcanany

View on SEC IAPD

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