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Barry Lloyd Brauchi

Oxbow Advisors, LLC

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About Barry Lloyd Brauchi

Barry Lloyd Brauchi is a financial advisor at Oxbow Advisors, LLC, located in Austin, TX. Barry has been in the industry since November 2003. Barry holds the Series 7 and Series 66 licenses. Barry's firm provides portfolio management services to individuals, businesses, and charitable organizations. Barry has a strong track record of providing financial advice to clients in the Austin area.

Firm Information

Barry Brauchi is currently registered with Oxbow Advisors, LLC. Oxbow Advisors, LLC is an investment advisor located in Austin, TX. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage approximately $2.1 billion in assets for 1,625 clients, including high-net-worth individuals, corporations, charities, and pension plans.
Oxbow Advisors, LLC

500 WEST 5TH STREET, SUITE 1205

AUSTIN, TX 78701

$2.10B

Assets Under Management

2

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Barry Brauchi’s Registration & Firm History

TX

09/22/2016 - Present

Oxbow Advisors, LLC (AUSTIN TX)

TX

05/04/2012 - 09/29/2016

PURSHE KAPLAN STERLING INVESTMENTS (MIDLAND TX)

TX

11/18/2003 - 05/08/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDLAND TX)

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Licenses & Designations

BOTH

Issued 02/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barry Lloyd Brauchi.
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