Great Oak Capital Partners, LLC

Great Oak Capital Partners, LLC (CRD# 281045) is a financial advisory firm headquartered in South Easton, MA. They manage $136,000,000 in 855 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    855
    ACCOUNTS
  • Average Account Value
    $159,064
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MA, NH, RI, TX

Financial Advisors at Great Oak Capital Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 8 years of experience in the finance industry.

2
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 19 years of experience in the finance industry. John Noonan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
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 12 years of experience in the finance industry. William Sylvia Jr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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