Samuel J. Dixon

OXFORD WEALTH GROUP

Orlando, FL 32801

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CRD#: 6579050

Professional summary

Samuel Josiah Dixon is a registered financial advisor currently at OXFORD WEALTH GROUP, LLC located in Orlando, Florida.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samuel has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) OXFORD ADVISORY GROUP, LLC; YES INVESTMENT RELATED; 125 EAGLES NEST DRIVE, SUITE 125C, SENECA, SC 29678 & 111 ORANGE AVE. SUITE 1020 ORLANDO, FL 32801; INSURANCE; FINANCIAL ADVISOR; STARTED 06/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Josiah Dixon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 8, 2022 - Present

OXFORD WEALTH GROUP, LLC

Office #1: 111 N. Orange Avenue Suite 775, Orlando, FL 32801

RIA

CRD#: 319561

Orlando, FL

Past

June 23, 2017 - August 17, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

SENECA, SC

Past

January 3, 2017 - March 14, 2017

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

Senaca, SC

Past

December 15, 2015 - June 28, 2017

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 126052

Seneca, SC

Past

November 3, 2015 - December 16, 2015

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

Seneca, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OXFORD WEALTH GROUP, LLC

CRD#: 319561 / SEC#: 801-124718

RIA

Registered Investment Advisory firm - (4/22/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/25/2025)

IAR

South Carolina
(8/10/2025)

IAR

Texas
(3/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/30/2015

Uniform Investment Adviser Law Examination

Current Firm

OXFORD WEALTH GROUP, LLC

CRD#: 319561 / SEC#: 801-124718

RIA

Registered Investment Advisory firm - (4/22/2022 Approved)

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Contact information

Main Address

111 N. Orange Avenue Suite 775, Orlando, FL 32801

Mailing Address

Phone number

(407) 495-2004

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OXFORD WEALTH ADV PART 2A 03-12-2025 (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,456
AUM (Assets Under Management)	$ 235,855,871

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Samuel J. Dixon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Josiah Dixon's CRS (Customer Relationship Summary).

Certified licenses

Experience

OXFORD WEALTH GROUP, LLC

AE WEALTH MANAGEMENT, LLC

USA FINANCIAL SECURITIES LLC

FREEDOM INVESTMENT MANAGEMENT, INC.

FOUNDATIONS INVESTMENT ADVISORS LLC

Primary Firm SEC Registration

OXFORD WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/30/2015

Current Firm

OXFORD WEALTH GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OXFORD WEALTH GROUP, LLC

TRUST BUT VERIFY

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