Oak Tree Investment Advisors

Oak Tree Investment Advisors (CRD# 111095) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $94,517,736 in 295 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $320,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

PA

Financial Advisors at Oak Tree Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Robert C. Mason
CRD#: 4889906
731 S. Aiken Ave, Pittsburgh, PA 15232
93
Wealthminder
score

Robert Mason (CRD# 4889906) is an Investment Advisor Representative working at Oak Tree Investment Advisors in Pittsburgh, PA and has over 12 years of experience in the finance industry.

2
Jason D. Heakins
CRD#: 6069022
731 S. Aiken Ave, Pittsburgh, PA 15232
90
Wealthminder
score

Jason Heakins (CRD# 6069022) is an Investment Advisor Representative working at Oak Tree Investment Advisors in Pittsburgh, PA and has over 5 years of experience in the finance industry.

3
Ronald E. Heakins
CRD#: 1007878
1000 Ridc Plaza, Suite 108, Pittsburgh, PA 15238
83
Wealthminder
score

Ronald Heakins (CRD# 1007878) is an Investment Advisor Representative working at Oak Tree Investment Advisors in Pittsburgh, PA and has over 36 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.