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Robert Francis Moriarty

OAKTOP CAPITAL MANAGEMENT II, L.P.·CHATHAM, New Jersey
Clean recordOAKTOP CAPITAL MANAGEMENT II, L.P.
ONE MAIN STREET, SUITE 202, CHATHAM, NJ 07928-2426CRD# 5086183Firm CRD# 161896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Francis Moriarty · CHATHAM, NJ
Registration
CRD #5086183 · OAKTOP CAPITAL MANAGEMENT II, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Francis Moriarty is a registered financial advisor based in CHATHAM, New Jersey, affiliated with OAKTOP CAPITAL MANAGEMENT II, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OAKTOP CAPITAL MANAGEMENT II, L.P.
TWIN OAKS PARTNERS
AUM
$767M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OAKTOP CAPITAL MANAGEMENT II, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5086183
Firm CRD# 161896
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Francis Moriarty offer?
Robert Francis Moriarty specializes in Retirement Planning. Contact their office in CHATHAM, New Jersey for a consultation.
What are Robert Francis Moriarty's credentials?
Robert Francis Moriarty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Francis Moriarty located?
Robert Francis Moriarty is based in CHATHAM, New Jersey, working with OAKTOP CAPITAL MANAGEMENT II, L.P.. Their office serves clients in the CHATHAM metropolitan area and surrounding communities.
How does Robert Francis Moriarty charge for services?
Robert Francis Moriarty's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKTOP CAPITAL MANAGEMENT II, L.P.?
OAKTOP CAPITAL MANAGEMENT II, L.P. has approximately 3 employees and manages $767M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKTOP CAPITAL MANAGEMENT II, L.P.

Timothy Edmond Moriarty
CHATHAM, NJ

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