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).
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Total Assets Under Management210MILLION
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Total Number of Accounts463ACCOUNTS
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Average Account Value$452,510
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA, NC, NY, SC
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.
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.
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.
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.
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.
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.