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William R Sylvia Jr

GREAT OAK CAPITAL PARTNERS, LLC·SOUTH EASTON, Massachusetts
SIE, Series 7, Series 66CFPClean record18 years registeredGREAT 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

GREAT OAK CAPITAL PARTNERS, LLC
Nov 2015 – present
LPL FINANCIAL LLC
Feb 2009 – Nov 2015
PORTSMOUTH, RI
LINCOLN FINANCIAL SECURITIES CORPORATION
Sep 2007 – Feb 2009
WARWICK, RI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 10, 2007
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREAT OAK CAPITAL PARTNERS, LLC
CRD 281045 · SEC 801-116681
AUM
$321M
Regulatory assets under management
Employees
5
553 client accounts
Services offered by GREAT OAK CAPITAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREAT OAK CAPITAL PARTNERS, LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at GREAT OAK CAPITAL PARTNERS, LLC

John Russell Noonan
SOUTH EASTON, MA
CFP

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