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Michael George Ladakos

Oakmont Capital Management, LLC

Oakmont, PA

CRD 1489417

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Employer firm

Oakmont Capital Management, LLC CRD 128939

$3.09B regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Oakmont Capital Management, Llc

856 Allegheny River Blvd, Oakmont, PA 15139 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-04-08
  • PA RA
    APPROVED
    Since 2010-04-08

Branch Locations

655 Allegheny Ave., Oakmont, PA 15139 • 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
Oakmont Capital Management, Llc Oakmont PA 03/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-24
S63 Uniform Securities Agent State Law Examination 1986-07-02
  • S65 Uniform Investment Adviser Law Examination
    1997-02-24
  • S63 Uniform Securities Agent State Law Examination
    1986-07-02

View on SEC IAPD

Nearby Firms

EDWARD JONES
INVICTA ADVISORS LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Nearby Investors

Kyle William Baker
AIMEE ANNE TOTH
KRISTIN MARIE PEARSON

Nearby Offices

EDWARD JONES · OAKMONT, PA
INVICTA ADVISORS LLC · OAKMONT, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Oakmont, PA

More in Oakmont, PA

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