Jonathan Nadler (CRD# 820448) is an Investment Advisor Representative working at Oxler Private Wealth in Rye Brook, NY and has over 43 years of experience in the finance industry.
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oxler Private Wealth LLC | New York, NY | Aug 2020 - Current | 3 |
| Oppenheimer & Co | New York, NY | Mar 1988 - Aug 2020 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1979 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- FL
- NY
- TX
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Total Assets Under Management388MILLIONS
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Total Number of Accounts253ACCOUNTS
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Average Account Value$1,533,821
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA, CT, FL, IL, LA, NH, NV, NY, TX, VA
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