Mark David Mcauley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → Present
  Great Oak Tax Planning, Inc (Fka Mdm Financial Solutions, Inc)
  Brockton, MA
• 02/2019 → Present
  Great Oak Capital Partners, Llc
  South Easton, MA

Previous Registrations

• 2012-11-08 → 2019-12-11
  Mdm Financial Strategies
  Raynham, MA
• 2011-10-17 → 2013-03-22
  Equitytrust
  Raynham, MA

Other Businesses

President of Great Oak Tax Planning, Inc (fka MDM Financial Solutions, Inc), which is a tax preparation firm. This position is non-investment related and is primarily seasonal (January - April).

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-30

Designations

• Certified Financial Planner