ZR
ZR

Zachary Phoenix Roman

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
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

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Location

4010 W. Boy Scout Blvd., Suite 1075, Tampa, FL, 33607

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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
LPL Enterprise, LLC
November 2024 - October 2025 · 11 mos
LPL Enterprise, LLCBroker
November 2024 - October 2025 · 11 mos
Prudential Financial Planning Services
June 2020 - November 2024 · 4 yrs 5 mos
Pruco Securities, LLC.Broker
November 2019 - November 2024 · 5 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.