AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EK

Efrata D. Kirose

ONE OAK
CABIN JOHN, MD
Some features on this profile are disabled
CRD#: 7628178
EK

Professional summary

Efrata Dawit Kirose is a registered financial advisor currently at ONE OAK located in Cabin John, Maryland.

Efrata is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Efrata has worked at 4 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Efrata Dawit Kirose's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 13, 2026 - Present

ONE OAK

RIA
CRD#: 334282
CABIN JOHN, MD
Past

September 17, 2025 - March 5, 2026

ALIGN IMPACT, LLC

RIA
CRD#: 176516
DENVER, CO
Past

July 20, 2023 - January 10, 2024

SYNTRINSIC LLC

RIA
CRD#: 327054
DENVER, CO
Past

February 16, 2023 - December 31, 2023

SYNTRINSIC INVESTMENT COUNSEL, LLC.

RIA
CRD#: 147978
DENVER, CO

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
Maryland
(4/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/22/2022
Uniform Investment Adviser Law Examination

Current Firm

OO
ONE OAK
ONE OAK | ONEWELL | ONE OAK HOLDINGS LLC

CRD#: 334282 / SEC#: 801-135919

Maryland
Registered Investment Advisory firm - (2/20/2025 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Cabin John, MD
Mailing Address
Phone number
(302) 754-1625
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ONE OAK ADV PART 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts18
AUM (Assets Under Management)$ 110,379,326

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ONE OAK

CRD#: 334282Cabin John, MD

TRUST BUT VERIFY

Monitor Efrata Kirose

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.