Investment adviser representative · Great Oak Capital Partners, LLC
Mark D. McAuley
CRD 5977054 · South Easton, MA
At a glance
Mark D. McAuley is an investment adviser representative with Great Oak Capital Partners, LLC in South Easton, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Great Oak Capital Partners, LLCSince February 2019South Easton, MA · $478M in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’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
- 2 firmsLocked
- 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
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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.