John Charles Chiacchiero

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:

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

Current Employers

Employment History

• 10/2005 → Present
  Oak Advisors, Llc
  Bluffton, SC

Previous Registrations

• 2003-06-04 → 2005-11-30
  Melhado, Flynn & Associates, Inc.
  Bluffton, SC

Other Businesses

REGISTRANT IS 50% OWNER AND AN OFFICER OF INTERNATIONAL EDUCATIONAL EXCHANGES, INC., 210 FOUNTAIN CENTER, HILTON HEAD ISLAND, SC. THIS IS A NON-INVESTMENT RELATED IMMIGRATION CONSULTING BUSINESS STARTED IN 2001. REGISTRANT PROVIDES STRATEGIC DIRECTION FOR THE COMPANY ABOUT 5 HOURS PER MONTH WITH NO TIME DEVOTED TO THIS BUSINESS DURING REGULAR SECURITIES TRADING HOURS. SINCE SEPTEMBER 1997, THE REGISTRANT HAS BEEN AN ADJUNCT PROFESSOR AT THE UNIVERSITY OF SOUTH CAROLINA-BEAUFORT LOCATED AT 1 UNIVERSITY CIRCLE BLUFFTON, SC 29909. THE WORK IS NON INVESTMENT RELATED. THE REGISTRANT SPENDS 10 TO 12 HOURS A MONTH, NONE OF IT DURING SECURITY TRADING HOURS, TEACHING CLASSES IN THE BUSINESS DEPARTMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-17