Sarah Huie
Investment adviser representative at Oak Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$284.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Oak Advisors, LLCJul 2020 to now
- UnemployedJan 2020 to May 2020
- StudentJan 2010 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (SC).
Oak Advisors, LLC
$284.7MAssets managed
163Clients
6Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7277792
- Firm CRD
- 137192