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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2010
- Office Locations
- 1
Office Locations
About Sterling OAK Advisors
Sterling Oak Wealth Management (Sterling Oak Advisors) is an independent Boston-area RIA focused on sustainable, tax-efficient wealth management and personalized planning. The team builds curated, long-term portfolios, aligns advice to client goals and risk tolerance, and coaches through the "behavior gap" to keep plans on track for retirement and major purchases. Reported SMA exposure is ETF-based and custody includes Charles Schwab.
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Owner & Executives
BRIAN THOMAS OCONNOR
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #1586804
- Ownership
- 75% or more
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Ryan Christopher O'Connor Mr
Director
- CRD
- #7318021
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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