Great Oak Capital Partners, LLC

Great Oak Capital Partners, LLC (CRD# 281045) is a financial advisory firm headquartered in Easton, MA. They manage $82,266,583 in 458 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $179,621
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.

FL, MA, RI

Financial Advisors at Great Oak Capital Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John R. Noonan
CRD#: 4163170
950 South Pine Island Rd,, Suite 150a, Plantation, FL 33324
96
Wealthminder
score

John Noonan (CRD# 4163170) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in Plantation, FL and has over 17 years of experience in the finance industry. John Noonan 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.

2
William R. Sylvia Jr
CRD#: 5171182
5 Bristol Drive, Suite 3d, Easton, MA 02375
96
Wealthminder
score

William Sylvia Jr (CRD# 5171182) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in Easton, MA and has over 10 years of experience in the finance industry. William Sylvia Jr 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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