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Joseph Paul Scellato

ONE OAK CAPITAL MANAGEMENT, LLC·PURCHASE, New York
SIE, Series 7, Series 24, Series 55, Series 63Clean recordONE OAK CAPITAL MANAGEMENT, LLC
287 BOWMAN AVE., PURCHASE, NY 10577CRD# 1113761Firm CRD# 170339

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Paul Scellato · PURCHASE, NY
Registration
CRD #1113761 · ONE OAK CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ONE OAK CAPITAL MANAGEMENT, LLC
CRD 170339 · SEC 801-114497
AUM
$283M
Regulatory assets under management
Employees
12
372 client accounts
Services offered by ONE OAK CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ONE OAK CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Joseph Paul Scellato offer?
Joseph Paul Scellato specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Joseph Paul Scellato's credentials?
Joseph Paul Scellato is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Paul Scellato located?
Joseph Paul Scellato 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 Joseph Paul Scellato charge for services?
Joseph Paul Scellato'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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Other Advisors at ONE OAK CAPITAL MANAGEMENT, LLC

Stephen V Ditursi
PURCHASE, NY
James Neil Crabb
PURCHASE, NY
John Shaffer
PURCHASE, NY
Victor Perretti
PURCHASE, NY

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