Investment adviser representative · Great Oak Capital Partners, LLC
John P. Cooney
CRD 6747430 · Plymouth, MA
At a glance
John P. Cooney is an investment adviser representative with Great Oak Capital Partners, LLC in Plymouth, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Great Oak Capital Partners, LLCSince November 2023Plymouth, MA · $478M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Great Oak Capital Partners, LLC
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- John R. Noonan IIISouth Easton · Certified Financial Planner
- William R. Sylvia Jr.South Easton · Certified Financial Planner
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