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William R Sylvia

Great Oak Capital Partners, LLC

South Easton, MA

CRD 5171182

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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
TX RA APPROVED 2019-11-06
FL RA APPROVED 2015-12-14
MA RA APPROVED 2015-11-16
  • TX RA
    APPROVED
    Since 2019-11-06
  • FL RA
    APPROVED
    Since 2015-12-14
  • MA RA
    APPROVED
    Since 2015-11-16

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 11/2015 Present
Previous Registrations
  • 2009-02-27 → 2015-11-24
    Lpl Financial Llc
    Warwick, RI
    Warwick, RI
    Charlotte, NC
    Portsmouth, RI
    Warwick, RI
  • 2007-09-10 → 2009-02-27
    Osaic Fs, Inc.
    Warwick, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-03
  • S66 Uniform Combined State Law Examination
    2007-08-03
Designations
  • Certified Financial Planner
Other Names
  • William Robert Sylvia
  • William Robert Sylvia Jr
  • William R Sylvia Jr

View on SEC IAPD

Nearby Firms

FIVE CORNERS FINANCIAL SERVICES
HIGHTOWER ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

JOHN RUSSELL NOONAN
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

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