Unclaimed Profile

James Dravo Oelschlager

OAK ASSOCIATES LTD·AKRON, Ohio

Series 6, Series 63, Series 65Clean record29 years registeredOAK ASSOCIATES LTD

3800 EMBASSY PARKWAY, AKRON, OH 44333CRD# 2238569Firm CRD# 108874

Profile Verification

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

Identity

James Dravo Oelschlager · AKRON, OH

Registration

CRD #2238569 · OAK ASSOCIATES LTD · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OAK ASSOCIATES LTD

OAK ASSOCIATES LTD

Sep 1996 – Oct 2024

AKRON, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · September 4, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK ASSOCIATES LTD

CRD 108874 · SEC 801-23632

AUM

$1.5B

Regulatory assets under management

Employees

63 client accounts

Services offered by OAK ASSOCIATES LTD

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at OAK ASSOCIATES LTD →

Introduction

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Frequently Asked Questions

What services does James Dravo Oelschlager offer?

James Dravo Oelschlager specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are James Dravo Oelschlager's credentials?

James Dravo Oelschlager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Dravo Oelschlager located?

James Dravo Oelschlager is based in AKRON, Ohio, last registered with OAK ASSOCIATES LTD.

How does James Dravo Oelschlager charge for services?

James Dravo Oelschlager's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAK ASSOCIATES LTD?

OAK ASSOCIATES LTD has approximately 9 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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