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Ryan Christopher O'COnnor

Sterling Oak Advisors

Boston, MA

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Current Employers
Sterling Oak Advisors

77 Exeter Street Suite 1603, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-06-24
  • MA RA
    APPROVED
    Since 2021-06-24

Branch Locations

77 Exeter Street Suite 1603, Boston, MA 02116 • 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
Sterling Oak Wealth Advisors Newton MA 06/2020 Present
The Cottage Wellesley Wellesley MA 03/2015 01/2017
Quinnipiac University Hamden CT 08/2016 05/2020
Eli's On Whitney Hamden CT 01/2020 03/2020
  • 06/2020 → Present
    Sterling Oak Wealth Advisors
    Newton, MA
  • 03/2015 → 01/2017
    The Cottage Wellesley
    Wellesley, MA
  • 08/2016 → 05/2020
    Quinnipiac University
    Hamden, CT
  • 01/2020 → 03/2020
    Eli's On Whitney
    Hamden, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-09
  • S65 Uniform Investment Adviser Law Examination
    2021-04-09

View on SEC IAPD

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