Oak Street Advisors

Oak Street Advisors (CRD# 139400) is a financial advisory firm headquartered in Myrtle Beach, SC. They manage $84,213,000 in 130 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1335 44th Ave N. Suite 201, Myrtle Beach, SC 29577
https://www.oakadvisors.com
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $647,792
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
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Oak Street Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Bryan Taylor, financial advisor Mount Pleasant SC
Bryan L. Taylor
CRD#: 6434772
222 West Coleman Blvd Ste. 115, Mount Pleasant, SC 29464

Bryan Taylor (CRD# 6434772) is an Investment Advisor Representative working at Oak Street Advisors in Mount Pleasant, SC and has 1 year of experience in the finance industry.

2
Bobby Taylor Jr, financial advisor Myrtle Beach SC
Bobby J. Taylor Jr
CRD#: 1989896
1335 44th Ave N. Suite 201, Myrtle Beach, SC 29577

Bobby Taylor Jr (CRD# 1989896) is an Investment Advisor Representative working at Oak Street Advisors in Myrtle Beach, SC and has over 34 years of experience in the finance industry.

3
Ryan Cooper, financial advisor Myrtle Beach SC
Ryan K. Cooper
CRD#: 7604146
1335 44th Ave N. Suite 201, Myrtle Beach, SC 29577

Ryan Cooper (CRD# 7604146) is an Investment Advisor Representative working at Oak Street Advisors in Myrtle Beach, SC and has 1 year 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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