TrueAdvisor
TrueAdvisor
SC
SC

Scott Richard Clementi

Oxford Wealth Group, LLC
27 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Oxford Wealth Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
646 clients
Average Client Portfolio
$365K average
Assets Under Management
$235.9M

Fee Structure

Location

4371 Hwy 17 #201, Fleming Island, FL, 32003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oxford Wealth Group, LLC
October 2025 - Present · 4 mos
Previous Registrations
Camarda Wealth Advisory Group
November 2024 - September 2025 · 10 mos
Fisher Investments
June 2018 - November 2024 · 6 yrs 5 mos
Voya Investment Management CO. LLC
April 2008 - January 2018 · 9 yrs 9 mos
Voya Investments Distributor, LLCBroker
July 2007 - January 2018 · 10 yrs 6 mos
Mfs Fund Distributors, INC.Broker
July 2000 - July 2007 · 7 yrs
Putnam Retail Management, INC.Broker
October 1997 - July 2000 · 2 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.