Best Investors Account Sign in
Inactive

Alfred Anthony Cerrati

Oak Advisors, LLC

Bluffton, SC

CRD 4671684

Claim This Profile
Employer firm

Oak Advisors, LLC CRD 137192

$285M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Oak Advisors, Llc

3 Clark Summit Drive Suite 201, Bluffton, SC 29910 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2005-11-22
  • SC RA
    APPROVED
    Since 2005-11-22

Branch Locations

3 Clark Summit Drive Suite 201, Bluffton, SC 29910 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oak Advisors, Llc Bluffton SC 11/2005 Present

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
GWN SECURITIES INC.
CHARLES SCHWAB & CO., INC.

Nearby Investors

JOHN CHARLES CHIACCHIERO
HEIDI OBENAUER YOSHIDA
MICHELLE ANN MYHRE

Nearby Offices

LPL FINANCIAL LLC · BLUFFTON, SC
GWN SECURITIES INC. · Bluffton, SC
CHARLES SCHWAB & CO., INC. · Bluffton, SC

More in Bluffton, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor