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William R Sylvia Jr

GREAT OAK CAPITAL PARTNERS, LLC·SOUTH EASTON, Massachusetts
Unclaimed Profile
105R DEPOT STREET, SOUTH EASTON, MA 02375CRD# 5171182Firm CRD# 281045
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
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
No disclosures on file
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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Other advisors in SOUTH EASTON
Walter Kendall Herlihy — BEACON FINANCIAL PLANNING, INC.Peter Leo Deschenes — BEACON FINANCIAL PLANNING, INC.John Russell Noonan — GREAT OAK CAPITAL PARTNERS, LLCLinda Barnes Gadkowski — BEACON FINANCIAL PLANNING, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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