The Blue Oak Group, LLC

The Blue Oak Group, LLC (CRD# 291588) is a financial advisory firm headquartered in Boston, MA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
One Boston Place, Suite 2600, Boston, MA 02108
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at The Blue Oak Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Todd Carter, financial advisor Boston MA
Todd D. Carter
CRD#: 3076663
One Boston Place, Suite 2600, Boston, MA 02108

Todd Carter (CRD# 3076663) is an Investment Advisor Representative working at The Blue Oak Group, LLC in Boston, MA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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