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John Russell Noonan

Great Oak Capital Partners, LLC

South Easton, MA

CRD 4163170

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Employer firm

Great Oak Capital Partners, LLC CRD 281045

$478M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Great Oak Capital Partners, Llc

105R Depot Street Suite 5, South Easton, MA 02375 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-12-14
MA RA APPROVED 2015-09-29
  • FL RA
    APPROVED
    Since 2015-12-14
  • MA RA
    APPROVED
    Since 2015-09-29

Branch Locations

105R Depot Street Suite 5, South Easton, MA 02375 • 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
Great Oak Capital Partners, Llc South Easton MA 07/2015 Present
Previous Registrations
  • 2009-03-06 → 2015-10-01
    Osaic Fa, Inc.
    Waltham, MA
    Fort Wayne, IN
    Waltham, MA
  • 2005-07-11 → 2009-05-29
    Osaic Fs, Inc.
    Waltham, MA
    Newton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-21
S63 Uniform Securities Agent State Law Examination 2000-05-12
  • S65 Uniform Investment Adviser Law Examination
    2004-04-21
  • S63 Uniform Securities Agent State Law Examination
    2000-05-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FIVE CORNERS FINANCIAL SERVICES
HIGHTOWER ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

WILLIAM R SYLVIA
JOSEPH F ARSENAULT
MARK DAVID MCAULEY

Nearby Offices

FIVE CORNERS FINANCIAL SERVICES · EASTON, MA
HIGHTOWER ADVISORS, LLC · South Easton, MA
COMMONWEALTH FINANCIAL NETWORK · SOUTH EASTON, MA

More in South Easton, MA

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