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Andrew Donald Filauro

Oxford Financial Group, Ltd.

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About Andrew Donald Filauro

Andrew Filauro is a registered investment advisor representative with Oxford Financial Group, Ltd., based in PALM BEACH, FL. Andrew has been in the industry for over 8 years, and holds the Series 3, 7, 63, 65, and SIE licenses. Andrew has worked at a number of firms including Goldman Sachs & Co. LLC and Barclays Capital Inc. Prior to joining Oxford Financial Group, Ltd., Andrew was employed by 40 North Management in New York, NY.

Firm Information

Andrew Filauro is currently registered with Oxford Financial Group, Ltd.. Oxford Financial Group, Ltd. is an investment advisory firm based in Carmel, Indiana with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, investment companies, and other clients. They manage over $18 billion in assets.
Oxford Financial Group, Ltd.

11711 NORTH MERIDIAN STREET

CARMEL, IN 46032

$18.20B

Assets Under Management

Not reported

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Filauro’s Registration & Firm History

FL

02/26/2024 - Present

Oxford Financial Group, Ltd. (PALM BEACH FL)

FL

05/15/2018 - 03/03/2022

GOLDMAN SACHS & CO. LLC (WEST PALM BEACH FL)

NY

08/29/2014 - 10/06/2017

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2018

Series 3 - National Commodity Futures Examination

BC

Issued 07/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/29/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Donald Filauro.
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