JC
John C. Chiacchiero
OAK ADVISORS
Bluffton, SC 29910
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CRD#: 3100917
JC
Professional summary
John Charles Chiacchiero is a registered financial advisor currently at OAK ADVISORS, LLC located in Bluffton, South Carolina.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
REGISTRANT IS 50% OWNER AND AN OFFICER OF
INTERNATIONAL EDUCATIONAL EXCHANGES, INC., 210 FOUNTAIN CENTER, HILTON HEAD ISLAND, SC. THIS IS A NON-INVESTMENT RELATED IMMIGRATION CONSULTING BUSINESS STARTED IN 2001. REGISTRANT PROVIDES STRATEGIC DIRECTION FOR THE COMPANY ABOUT 5 HOURS PER MONTH WITH NO TIME DEVOTED TO THIS BUSINESS DURING REGULAR SECURITIES TRADING HOURS.
SINCE SEPTEMBER 1997, THE REGISTRANT HAS BEEN AN ADJUNCT PROFESSOR AT THE UNIVERSITY OF SOUTH CAROLINA-BEAUFORT LOCATED AT 1 UNIVERSITY CIRCLE BLUFFTON, SC 29909. THE WORK IS NON INVESTMENT RELATED. THE REGISTRANT SPENDS 10 TO 12 HOURS A MONTH, NONE OF IT DURING SECURITY TRADING HOURS, TEACHING CLASSES IN THE BUSINESS DEPARTMENT.
CRS (Client Relationship Summary) - RIA
Click below to view John Charles Chiacchiero's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 24, 2005 - Present
OAK ADVISORS, LLC
Office #1: 3 Clark Summit Drive Suite 201, Bluffton, SC 29910RIA
CRD#: 137192
Bluffton, SC
Past
June 4, 2003 - November 30, 2005
MELHADO, FLYNN & ASSOCIATES, INC.
RIA
CRD#: 7340
BLUFFTON, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OA
OAK ADVISORS, LLC
LIVE OAK ADVISORS | OAK ADVISORS, LLC | LIVE OAK ADVISORS, LLC
CRD#: 137192 / SEC#: 801-64842
RIA
Registered Investment Advisory firm - (10/25/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(10/24/2005)
Current Firm
OA
OAK ADVISORS, LLC
LIVE OAK ADVISORS | OAK ADVISORS, LLC | LIVE OAK ADVISORS, LLC
CRD#: 137192 / SEC#: 801-64842
RIA
Registered Investment Advisory firm - (10/25/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3 Clark Summit Drive Suite 201, Bluffton, SC 29910
Mailing Address
P.o. Box 7318, Hilton Head, SC 29938
Phone number
(843) 757-9339
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 491 |
| AUM (Assets Under Management) | $ 241,818,711 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
OAK ADVISORS, LLC
CRD#: 137192Bluffton, SC 29910TRUST BUT VERIFY
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