Sterling Oak Advisors

Sterling Oak Advisors (CRD# 152267) is a financial advisory firm headquartered in Boston, MA. They manage $37,500,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
118 Huntington Avenue, Suite 1503, Boston, MA 02116
https://www.linkedin.com/company/sterling-oak-advisors/
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $1,562,500
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Sterling Oak Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Brian Oconnor, financial advisor Boston MA
Brian T. Oconnor
CRD#: 1586804
118 Huntington Avenue, Suite 1503, Boston, MA 02116

Brian Oconnor (CRD# 1586804) is an Investment Advisor Representative working at Sterling Oak Advisors in Boston, MA and has over 37 years of experience in the finance industry.

2
Ryan O'connor, financial advisor Boston MA
Ryan C. O'connor
CRD#: 7318021
118 Huntington Avenue, Suite 1503, Boston, MA 02116

Ryan O'connor (CRD# 7318021) is an Investment Advisor Representative working at Sterling Oak Advisors in Boston, MA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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