Martha
Raghunauth
Oxler Private Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Martha Raghunauth is a financial advisor operating out of Port Chester, New York with 2 years of relevant experience. Raghunauth is an advisor for Oxler Private Wealth. Over the course of their career, Raghunauth has held roles at Oxler Private Wealth LLC, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Oppenheimer & Co Inc. Raghunauth maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in New York. Oxler Private Wealth is an advisory company based in Port Chester, NY. The investment advisory business has offices in three locations and just four advisors. It administers $388 million in assets between its 253 client accounts, placing it among the larger firms in the nation by assets under management. The firm advises four charitable organizations. Of its 253 accounts, 32% belong to high-net-worth clients who have at least $1 million in investable assets. Oxler Private Wealth has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Oxler Private Wealth likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Martha Raghunauth Work History
Martha has been registered as a financial advisor for 2 years.*
Oxler Private Wealth LLC
Oppenheimer & Co Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
*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 Martha Raghunauth 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
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
