Oakwood Capital Securities, Inc.
Firm details
- Headquarters
- Fort Myers, Florida
- CRD number
- 21000
- Registered since
- November 6, 1987
- Website
- www.gardnerfinancialmn.com
Firm profile
FINTRXOverview
Oakwood Capital Securities, Inc. is organized as a corporation with ownership listed as a combination of a domestic entity and an individual. Publicly reported profile fields are sparse: the firm is classified as "unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not provided detail about its advisory activities, specific business lines, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8
Ryan Warner
Chief Compliance OfficerCRD 4600110
Keith Huberman
COOCRD 3035582
Daniel Roeske
President and CEOCRD 2740143
Contacts
3 of 121
Roy Anderson
Service ManagerCRD 5656542
Elizabeth Odegaard
Vice President of Advisor DevelopmentCRD 5764461
Jason Jupiterwala
Owner, Senior Wealth AdvisorCRD 5887276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Myers, FL
Lee
Location
Fort Myers, FL
Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 15701 S Tamiami Trl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Quantriver Financial, LLC
Broker-DealerFort Myers, FL
FCA Advisors, Inc.
Broker-DealerBrooksville, FL
HWJ Capital Partners II, LLC
Broker-DealerBoca Raton, FL
Sanctuary Securities, Inc.
Broker-DealerMiami, FL
Citadel Clearing LLC
Broker-DealerMiami, FL
Whitehall Capital Markets LLC
Broker-DealerMiami Beach, FL