Sterling Oak Advisors
Sterling Oak Advisors (CRD# 152267) is a financial advisory firm headquartered in Newton, MA. They manage $23,000,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$353,846
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Brian Oconnor (CRD# 1586804) is an Investment Advisor Representative working at Sterling Oak Advisors in Newton, MA and has over 31 years of experience in the finance industry.