John
Chiacchiero

Oak Advisors, LLC

CRD#3100917
Investment Advisor
in Bluffton, SC

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About this Advisor

John Chiacchiero is a financial advisor working out of Bluffton, South Carolina with a total of 18 years of industry experience. Chiacchiero is on the advisory team at Oak Advisors, LLC. They have worked at Oak Advisors, Llc for their entire career. Chiacchiero maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in South Carolina. Oak Advisors, LLC is a registered investment company based in Bluffton, SC. It handles $182 million in assets under management across its 416 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 416 accounts, 26% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Oak Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually depend on the financial services. Fees charged by Oak Advisors, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3 Clark Summit Drive Suite 201
Bluffton, SC 29910

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Oak Advisors, LLC Brokerage Details

Total Assets Under Management

$182,173,065

SC Average: $646,059,043
Total Number of Employees

8

SC Average: 13
Total Number of Accounts

416

SC Average: 661
Average Account Size

$437,916

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Chiacchiero Work History

John has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Oak Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Chiacchiero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oak Advisors, LLC

Earl Nelson
Bluffton, SC
Sarah Huie
Bluffton, SC
John Chiacchiero
Bluffton, SC
Michelle Myhre
Bluffton, SC
Christopher Kiesel
Bluffton, SC
Alfred Cerrati
Bluffton, SC
Heidi Yoshida
Bluffton, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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