Oak Street Advisors

Oak Street Advisors (CRD# 139400) is a financial advisory firm headquartered in Myrtle Beach, SC. They manage $37,788,700 in 93 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $406,330
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
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 - 2 of 2 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.

2
Bryan L. Taylor
CRD#: 6434772
1335 44th Ave N. Suite 201, Myrtle Beach, SC 29577
90
Wealthminder
score

Bryan Taylor (CRD# 6434772) is an Investment Advisor Representative working at Oak Street Advisors in Myrtle Beach, SC and has 1 year of experience in the finance industry. Bryan Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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