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STERLING OAK ADVISORS
O'CONNOR, BRIAN THOMAS
CRD 152267
77 EXETER STREET, SUITE 1603, BOSTON, MA, 02116, United States
Phone
781-992-5700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.5M
Discretionary AUM
$47.5M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $47.5M |
All web addresses on file
Official SEC filing: View on IAPD