Oak Street Advisors

Oak Street Advisors (CRD# 139400) is a financial advisory firm headquartered in Myrtle Beach, SC. They manage $30,381,500 in 89 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $341,365
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
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.

NC, SC

Financial Advisors at Oak Street Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Bobby J. Taylor Jr
CRD#: 1989896
1335 44th Ave N. Suite 201, Myrtle Beach, SC 29577
93
Wealthminder
score

Bobby Taylor Jr (CRD# 1989896) is an Investment Advisor Representative working at Oak Street Advisors in Myrtle Beach, SC and has over 28 years of experience in the finance industry.

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