Unclaimed Profile

Victor Perretti

ONE OAK CAPITAL MANAGEMENT, LLC·PURCHASE, New York

SIE, Series 7, Series 8, Series 24, Series 63Clean record21 years registeredONE OAK CAPITAL MANAGEMENT, LLC

287 BOWMAN AVE., PURCHASE, NY 10577CRD# 711988Firm CRD# 170339

Profile Verification

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

Identity

Victor Perretti · PURCHASE, NY

Registration

CRD #711988 · ONE OAK CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ONE OAK CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2004 – Apr 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Registration record

First registered · August 17, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONE OAK CAPITAL MANAGEMENT, LLC

CRD 170339 · SEC 801-114497

AUM

$283M

Regulatory assets under management

Employees

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 Victor Perretti offer?

Victor Perretti specializes in Investment Management, Retirement Planning, Wealth Management.

What are Victor Perretti's credentials?

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

Where is Victor Perretti located?

Victor Perretti is based in PURCHASE, New York, last registered with ONE OAK CAPITAL MANAGEMENT, LLC.

How does Victor Perretti charge for services?

Victor Perretti'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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