Member, Chief Executive Officer · Oxford Planning Group, LLC
Shaun Eddy
CRD 1983133 · Named on Form ADV at one SEC-registered adviser
At a glance
Oxford Planning Group, LLC, an SEC-registered wealth manager based in Woodstock, MD with $113 million in regulatory assets, lists Shaun Eddy on its Form ADV as Member, Chief Executive Officer, a control person.
Firms and roles
- Oxford Planning Group, LLCMember, Chief Executive OfficerWealth manager · Woodstock, MD · $113M in regulatory assets
AtlasMembers
Shaun’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Patricia V. EddyChief Compliance Officer & Member, Oxford Planning Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shaun’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.