Luke
Mutchie

Oxford Wealth Group, LLC

CRD#6222866
Investment Advisor
in Orlando, FL

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About this Advisor

Luke Mutchie is a financial advisor working out of Orlando, Florida. Mutchie currently works for Oxford Wealth Group, LLC. Their career trajectory has included roles at Edward Jones, Target, 3N2, Full Time Education, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Mutchie holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Oxford Wealth Group, LLC is a registered investment company headquartered in Orlando, FL. It has offices in five locations and just four employees. It has $156 million in assets across its 966 customer accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 966 client accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Oxford Wealth Group, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees depend on the type of financial services. Fees billed by Oxford Wealth Group, LLC most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

111 N. Orange Avenue Suite 775
Orlando, FL 32801

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Oxford Wealth Group, LLC Brokerage Details

Total Assets Under Management

$156,367,281

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

966

FL Average: 2,474
Average Account Size

$161,871

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Luke Mutchie Work History

Luke has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - Present (3 years)

Bank Of America, N.A

2017 - 2017 (< 1 year)

Target

2017 - 2021 (4 years)

Edward Jones

2015 - 2016 (1 year)

Target

2014 - 2015 (1 year)

3N2

2013 - 2017 (4 years)

Edward Jones

2007 - 2013 (6 years)

Full Time Education

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Luke Mutchie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oxford Wealth Group, LLC

Samuel Dixon
Orlando, FL
Luke Mutchie
Orlando, FL
Matthew Sams
Orlando, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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