WS
William Sylvia jr
from Great Oak Capital Partners, LLC
William Sylvia jr is a financial advisor based in Massachusetts, South Easton,
with 17 years of experience. William currently works for
Great Oak Capital Partners, LLC.
William maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Sylvia jr works at Great Oak Capital Partners, LLC
Great Oak Capital Partners, LLC is a financial advisory firm based in South Easton, Massachusetts. It currently has approximately $308,058,063 of assets under management and employs about 5 people. Great Oak Capital Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
105r Depot Street, Suite 5, South Easton, Massachusetts, 2375
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