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Chance Michael Finucane

Oxbow Advisors, LLC

Austin, TX

CRD 6938549

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Employer firm

Oxbow Advisors, LLC CRD 156393

$2.46B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Oxbow Advisors, Llc

200 West 6Th Street Suite 1920, Austin, TX 78701 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-04-26
  • TX RA
    APPROVED
    Since 2018-04-26

Branch Locations

200 West 6Th Street Suite 1920, Austin, TX 78701 • 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
Oxbow Advisors, Llc Austin TX 12/2017 Present
Institutional Capital, Llc Chicago IL 01/2011 03/2017
Unemployed Chicago IL 04/2017 11/2017
  • 12/2017 → Present
    Oxbow Advisors, Llc
    Austin, TX
  • 01/2011 → 03/2017
    Institutional Capital, Llc
    Chicago, IL
  • 04/2017 → 11/2017
    Unemployed
    Chicago, IL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
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Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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