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Ronaldo E Loyo

Oxford Wealth Group, LLC

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About Ronaldo E Loyo

Ronaldo Loyo is an Investment Advisor Representative at Oxford Wealth Group, LLC in Orlando, Florida. Ronaldo has been in the securities industry for over 8 years. Ronaldo's primary registration is with the state of Florida. Ronaldo has passed the Series 66, Series 7, and the SIE exams. Ronaldo's previous employers include Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ronaldo specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Ronaldo Loyo is currently registered with Oxford Wealth Group, LLC. Oxford Wealth Group, LLC is an investment advisory firm located in Orlando, FL. The firm manages approximately $198,868,022 in assets for 1,190 accounts. They offer a variety of advisory services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.
Oxford Wealth Group, LLC

111 N. ORANGE AVENUE

ORLANDO, FL 32801

$198.87M

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Ronaldo Loyo’s Registration & Firm History

FL

05/26/2023 - Present

Oxford Wealth Group, LLC (ORLANDO FL)

FL

02/28/2020 - 05/16/2023

EDWARD JONES (Orlando FL)

FL

09/09/2015 - 03/04/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 10/15/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronaldo E Loyo.
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