Christopher C. Mcanany

OXFORD WEALTH GROUP

TAMPA, FL 33607

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CRD#: 6930341

Professional summary

Christopher Clay Mcanany, who also goes by Clay Mcanany, is a registered financial advisor currently at OXFORD WEALTH GROUP, LLC located in Tampa, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clay Mcanany

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.

CHRISTOPHER CLAY MCANANY POSITION: Sales NATURE: Health and Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/25/2021 ADDRESS: 12773 Forest Hill Blvd, 200, Wellington FL 33414, United States DESCRIPTION: direct sales of insurance to clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Clay Mcanany'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

January 31, 2025 - Present

OXFORD WEALTH GROUP, LLC

Office #1: 3030 N Rocky Point Dr W Suite 150, Tampa, FL 33607

RIA

CRD#: 319561

TAMPA, FL

Past

July 9, 2021 - August 29, 2024

CAPITAL ANALYSTS

RIA

CRD#: 162200

Wellington, FL

Past

July 6, 2021 - August 29, 2024

LINCOLN INVESTMENT

RIA

CRD#: 519

Wellington, FL

Past

July 1, 2021 - August 29, 2024

LINCOLN INVESTMENT

CRD#: 519

Wellington, FL

Past

January 29, 2021 - July 8, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

West Palm Beach, FL

Past

September 11, 2020 - July 8, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

West Palm Beach, FL

Past

August 28, 2018 - September 17, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SAN ANTONIO, TX

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
(1/31/2025)

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: 1/25/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/25/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/20/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/28/2018

Investment Company Products/Variable Contracts 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 (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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Advisor Monitoring

Firm Stability Insights

Christopher C. Mcanany

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Clay Mcanany's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

OXFORD WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/2021

Series 63

Date: 10/25/2018

Series 7TO

Date: 12/20/2021

SIE

Date: 10/1/2018

Series 6

Date: 8/28/2018

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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