Jonathan
Nadler
Oxler Private Wealth
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About this Advisor
Jonathan Nadler is a financial advisor who works out of Port Chester, New York with 3 years of industry experience. Nadler is currently employed by Oxler Private Wealth. During their career, Nadler has held roles at Oppenheimer & Co and Oxler Private Wealth LLC. Nadler holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut, Florida, New York and Texas. Oxler Private Wealth is a financial advisory business operating out of Port Chester, NY. It has offices in three locations and just four people on staff. It has $388 million in assets among its 253 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 253 customer accounts, 32% are associated with high-net-worth clients who have at least $1 million in investable assets. Oxler Private Wealth performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by Oxler Private Wealth likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oxler Private Wealth Brokerage Details
$388,056,717
4
253
$1,533,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jonathan Nadler Work History
Jonathan has been registered as a financial advisor for 3 years.*
Oxler Private Wealth LLC
Oppenheimer & Co
*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 Jonathan Nadler 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 Oxler Private Wealth
Port Chester, NY
Port Chester, NY
Port Chester, NY
Port Chester, NY
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