Great Oak Capital Partners, LLC

Great Oak Capital Partners, LLC (CRD# 281045) is a financial advisory firm headquartered in South Easton, MA. They manage $320,516,393 in 553 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $579,596
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, MA, NH, NY, RI, SC, TX

Financial Advisors at Great Oak Capital Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John P. Cooney
CRD#: 6747430
105r Depot Street, Suite 5, South Easton, MA 02375

John Cooney (CRD# 6747430) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 7 years of experience in the finance industry.

2
Mark D. McAuley
CRD#: 5977054
105r Depot Street, Suite 5, South Easton, MA 02375

Mark McAuley (CRD# 5977054) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 12 years of experience in the finance industry.

3
John R. Noonan
CRD#: 4163170
105r Depot Street, Suite 5, South Easton, MA 02375

John Noonan (CRD# 4163170) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 23 years of experience in the finance industry.

4
William R. Sylvia Jr
CRD#: 5171182
105r Depot Street, Suite 5, South Easton, MA 02375

William Sylvia Jr (CRD# 5171182) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 16 years of experience in the finance industry.

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