Unclaimed Profile

Charles Morgan Royce

OXFORD SQUARE MANAGEMENT, LLC·GREENWICH, Connecticut

Clean recordOXFORD SQUARE MANAGEMENT, LLC

8 SOUND SHORE DRIVE, SUITE 255, GREENWICH, CT 06830CRD# 406314Firm CRD# 127888

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Morgan Royce · GREENWICH, CT

Registration

CRD #406314 · OXFORD SQUARE MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Morgan Royce is a registered financial advisor based in GREENWICH, Connecticut, affiliated with OXFORD SQUARE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

OXFORD SQUARE MANAGEMENT, LLC

AUM

$278M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OXFORD SQUARE MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 406314

Firm CRD# 127888

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Morgan Royce offer?

Charles Morgan Royce specializes in Investment Management. Contact their office in GREENWICH, Connecticut for a consultation.

What are Charles Morgan Royce's credentials?

Charles Morgan Royce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Morgan Royce located?

Charles Morgan Royce is based in GREENWICH, Connecticut, working with OXFORD SQUARE MANAGEMENT, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does Charles Morgan Royce charge for services?

Charles Morgan Royce's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OXFORD SQUARE MANAGEMENT, LLC?

OXFORD SQUARE MANAGEMENT, LLC has approximately 24 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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