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Gary John Reetz

ONE OAK Capital Management, LLC

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About Gary John Reetz

Gary John Reetz is an investment advisor representative at One Oak Capital Management, LLC. Gary has been in the industry since 1985 and has a strong background in financial planning and investment management. Gary holds the Series 63, 65, 7 and 24 licenses. Gary has a focus on investment companies, high-net-worth individuals, and pooled investment vehicles.

Firm Information

Gary Reetz is currently registered with ONE OAK Capital Management, LLC. ONE OAK Capital Management, LLC is a Purchase, NY-based investment advisor managing over $283 million in assets for clients including individuals, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, pooled investment vehicles, and other investment advisors. The firm offers portfolio management services for individuals, businesses, and pooled investment vehicles, and also provides selection of other advisors.
ONE OAK Capital Management, LLC

287 BOWMAN AVE.

PURCHASE, NY 10577

$283.11M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gary Reetz’s Registration & Firm History

NY

10/19/2021 - Present

ONE OAK Capital Management, LLC (BRONXVILLE NY)

NJ

02/14/2001 - 07/09/2004

FOX CHASE CAPITAL PARTNERS, LLC (SPRINGFIELD NJ)

NJ

09/24/1985 - 03/13/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 10/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2001

Series 24 - General Securities Principal Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary John Reetz.
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