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John Charles Chiacchiero

OAK ADVISORS, LLC·BLUFFTON, South Carolina
Series 65Clean record23 years registeredOAK ADVISORS, LLC
3 CLARK SUMMIT DRIVE, BLUFFTON, SC 29910CRD# 3100917Firm CRD# 137192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Charles Chiacchiero · BLUFFTON, SC
Registration
CRD #3100917 · OAK ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

OAK ADVISORS, LLC
Oct 2005 – present
MELHADO, FLYNN & ASSOCIATES, INC
Jun 2003 – Nov 2005
BLUFFTON, SC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 4, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAK ADVISORS, LLC
CRD 137192 · SEC 801-64842
AUM
$210M
Regulatory assets under management
Employees
7
463 client accounts
Services offered by OAK ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OAK ADVISORS, LLC →
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05

Frequently Asked Questions

What services does John Charles Chiacchiero offer?
John Charles Chiacchiero specializes in Financial Planning, Investment Management. Contact their office in BLUFFTON, South Carolina for a consultation.
What are John Charles Chiacchiero's credentials?
John Charles Chiacchiero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Chiacchiero located?
John Charles Chiacchiero is based in BLUFFTON, South Carolina, working with OAK ADVISORS, LLC. Their office serves clients in the BLUFFTON metropolitan area and surrounding communities.
How does John Charles Chiacchiero charge for services?
John Charles Chiacchiero's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK ADVISORS, LLC?
OAK ADVISORS, LLC has approximately 7 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK ADVISORS, LLC

Michelle Ann Myhre
BLUFFTON, SC

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