Chad A. Safier

OXFORD WEALTH GROUP

Orlando, FL 32801

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CRD#: 6677140

Professional summary

Chad Anthony Safier, who also goes by Chad Safier, is a registered financial advisor currently at OXFORD WEALTH GROUP, LLC located in Orlando, Florida.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Chad has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Safier

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Anthony Safier'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

September 16, 2024 - Present

OXFORD WEALTH GROUP, LLC

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

RIA

CRD#: 319561

Orlando, FL

Past

November 17, 2021 - August 27, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

ALTAMONTE SPRINGS, FL

Past

November 16, 2021 - August 27, 2024

LPL FINANCIAL LLC

CRD#: 6413

ALTAMONTE SPRINGS, FL

Past

December 18, 2018 - November 17, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LONGWOOD, FL

Past

December 18, 2018 - November 17, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LONGWOOD, FL

Past

October 19, 2016 - July 3, 2018

EDWARD JONES

RIA

CRD#: 250

OVIEDO, FL

Past

August 23, 2016 - July 3, 2018

EDWARD JONES

CRD#: 250

OVIEDO, FL

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
(9/16/2024)

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 66

Date: 10/17/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2016

General Securities Representative 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 (8 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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Advisor Monitoring

Firm Stability Insights

Chad A. Safier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Anthony Safier's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

OXFORD WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2016

SIE

Date: 7/3/2018

Series 7

Date: 8/23/2016

Current Firm

OXFORD WEALTH GROUP, LLC

Contact information

SEC notice filing (8 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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