Barry
Oxford

D.A. Davidson & Co

CRD#2352131
Investment Advisor
in New York, NY
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About this Advisor

Barry Oxford is an advisor whose office is in New York, New York. Currently a registered advisor at D.A. Davidson & Co, Oxford has 11 years of professional experience in the financial advisory industry. Oxford has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Oxford is able to advise investors in Oregon. Over the course of their career, they have held roles at Discern Investment Analytics, Inc, Colonial First State Global Asset Management, Aims Financial Group Au, Jv and D.A. Davidson & Co. D.A. Davidson & Co is based out of New York, New York, and has 67 additional locations in the country. As a company, D.A. Davidson & Co oversees $15 billion in assets across 47,201 accounts and employs more than 515 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 40,742 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 18% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. D.A. Davidson & Co provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

400 Madison Avenue, 9Th Floor
New York, NY 10017

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$15,150,306,632

NY Average: $2,609,029,241
Total Number of Employees

515

NY Average: 66
Total Number of Accounts

47,201

NY Average: 6,076
Average Account Size

$320,974

NY Average: $429,399

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Barry Oxford Work History

Barry has 11 years of experience.

2014 - Present (5 years)

D.A. Davidson & Co

2011 - 2014 (3 years)

Discern Investment Analytics, Inc

2009 - 2011 (2 years)

Aims Financial Group Au, Jv

2007 - 2009 (2 years)

Colonial First State Global Asset Management

Disclosures

Barry Oxford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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