Unclaimed Profile

Joanne Costantini

ONE OAK CAPITAL MANAGEMENT, LLC·PURCHASE, New York

Clean recordONE OAK CAPITAL MANAGEMENT, LLC

287 BOWMAN AVE., PURCHASE, NY 10577CRD# 5766586Firm CRD# 170339

Profile Verification

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

Identity

Joanne Costantini · PURCHASE, NY

Registration

CRD #5766586 · ONE OAK CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joanne Costantini is a registered financial advisor based in PURCHASE, New York, affiliated with ONE OAK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ONE OAK CAPITAL MANAGEMENT, LLC

AUM

$283M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ONE OAK CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5766586

Firm CRD# 170339

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joanne Costantini offer?

Joanne Costantini specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.

What are Joanne Costantini's credentials?

Joanne Costantini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joanne Costantini located?

Joanne Costantini is based in PURCHASE, New York, working with ONE OAK CAPITAL MANAGEMENT, LLC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.

How does Joanne Costantini charge for services?

Joanne Costantini'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 ONE OAK CAPITAL MANAGEMENT, LLC?

ONE OAK CAPITAL MANAGEMENT, LLC has approximately 12 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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