Oak Advisors, LLC

Oak Advisors, LLC (CRD# 137192) is a financial advisory firm headquartered in Bluffton, SC. They manage $209,512,283 in 463 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $452,510
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
  • 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.

GA, NC, NY, SC

Financial Advisors at Oak Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Alfred A. Cerrati
CRD#: 4671684
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910

Alfred Cerrati (CRD# 4671684) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has 1 year of experience in the finance industry.

2
John C. Chiacchiero
CRD#: 3100917
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910

John Chiacchiero (CRD# 3100917) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 25 years of experience in the finance industry.

3
Christopher Kiesel
CRD#: 2503273
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910

Christopher Kiesel (CRD# 2503273) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 25 years of experience in the finance industry.

4
Michelle A. Myhre
CRD#: 3024239
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910

Michelle Myhre (CRD# 3024239) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 26 years of experience in the finance industry.

5
Heidi O. Yoshida
CRD#: 4245858
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910

Heidi Yoshida (CRD# 4245858) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 23 years of experience in the finance industry.

6
Sarah Huie
CRD#: 7277792
3 Clark Summit Drive, Suite 201, Bluffton, SC 29910

Sarah Huie (CRD# 7277792) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 3 years of experience in the finance industry.

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