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Sarah Huie

Oak Advisors, LLC

Bluffton, SC

CRD 7277792

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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 2020-08-10
  • SC RA
    APPROVED
    Since 2020-08-10

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
Student Greenville SC 01/2010 12/2019
Oak Advisors Llc Bluffton SC 07/2020 Present
Unemployed Greenville SC 01/2020 05/2020
  • 01/2010 → 12/2019
    Student
    Greenville, SC
  • 07/2020 → Present
    Oak Advisors Llc
    Bluffton, SC
  • 01/2020 → 05/2020
    Unemployed
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-09
  • S65 Uniform Investment Adviser Law Examination
    2020-08-09
Designations
  • Certified Financial Planner

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

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