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William R Sylvia Jr

GREAT OAK CAPITAL PARTNERS, LLC·SOUTH EASTON, Massachusetts
Clean recordGREAT OAK CAPITAL PARTNERS, LLC
105R DEPOT STREET, SOUTH EASTON, MA 02375CRD# 5171182Firm CRD# 281045

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William R Sylvia Jr · SOUTH EASTON, MA
Registration
CRD #5171182 · GREAT OAK CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William R Sylvia Jr is a registered financial advisor based in SOUTH EASTON, Massachusetts, affiliated with GREAT OAK CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GREAT OAK CAPITAL PARTNERS, LLC
GREAT OAK CAPITAL PARTNERS, LLC
AUM
$321M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GREAT OAK CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5171182
Firm CRD# 281045
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William R Sylvia Jr offer?
William R Sylvia Jr specializes in Financial Planning, Investment Management. Contact their office in SOUTH EASTON, Massachusetts for a consultation.
What are William R Sylvia Jr's credentials?
William R Sylvia Jr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William R Sylvia Jr located?
William R Sylvia Jr is based in SOUTH EASTON, Massachusetts, working with GREAT OAK CAPITAL PARTNERS, LLC. Their office serves clients in the SOUTH EASTON metropolitan area and surrounding communities.
How does William R Sylvia Jr charge for services?
William R Sylvia Jr's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT OAK CAPITAL PARTNERS, LLC?
GREAT OAK CAPITAL PARTNERS, LLC has approximately 5 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SOUTH EASTON, MA

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Research
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