Principal and Chief Compliance Officer · Great Oak Capital Partners, LLC
John R. Noonan
CRD 4163170 · Named on Form ADV at one SEC-registered adviser
At a glance
Great Oak Capital Partners, LLC, an SEC-registered wealth manager based in South Easton, MA with $478 million in regulatory assets, lists John R. Noonan on its Form ADV as Principal and Chief Compliance Officer, a control person.
Firms and roles
- Great Oak Capital Partners, LLCPrincipal and Chief Compliance OfficerWealth manager · South Easton, MA · $478M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- William R Sylvia JrPrincipal, Great Oak Capital Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.