Unclaimed Profile

John Mccreary Susin

RED OAK CAPITAL MANAGEMENT, INC.·OAK BROOK, Illinois

SIE, Series 7, Series 31, Series 63, Series 65Clean record16 years registeredRED OAK CAPITAL MANAGEMENT, INC.

1415 W 22ND STREET, OAK BROOK, IL 60523CRD# 5345537Firm CRD# 284188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Mccreary Susin · OAK BROOK, IL

Registration

CRD #5345537 · RED OAK CAPITAL MANAGEMENT, INC. · 16 years registered

Brand Profile

Not yet started

Career History

ONESEVEN

Apr 2023 – present

RED OAK CAPITAL MANAGEMENT, INC.

Oct 2018 – Nov 2023

OAK BROOK, IL

HAYDEN ROYAL

Aug 2016 – Jan 2019

Oak Brook, IL

IC ADVISORY SERVICES, INC.

May 2012 – Aug 2016

OAK BROOK, IL

MORGAN STANLEY SMITH BARNEY LLC

Jun 2010 – Jun 2012

LISLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · June 4, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RED OAK CAPITAL MANAGEMENT, INC.

CRD 284188 · SEC 801-112768

AUM

$85M

Regulatory assets under management

Employees

687 client accounts

Services offered by RED OAK CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RED OAK CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does John Mccreary Susin offer?

John Mccreary Susin specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are John Mccreary Susin's credentials?

John Mccreary Susin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Mccreary Susin located?

John Mccreary Susin is based in OAK BROOK, Illinois, working with RED OAK CAPITAL MANAGEMENT, INC.. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does John Mccreary Susin charge for services?

John Mccreary Susin's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RED OAK CAPITAL MANAGEMENT, INC.?

RED OAK CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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