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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at Sterling Oak Advisors
Showing 1 - 1 of 1 top financial advisors.
Brian T. Oconnor
CRD#: 1586804
3 Newton Executive Park, Suite 101, Newton, MA 02462

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.

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