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Michael Derosa

ONE OAK Capital Management, LLC

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About Michael Derosa

Michael Derosa is a registered investment advisor representative for One Oak Capital Management, LLC. Michael is a veteran in the financial industry and holds the Series 63, Series 65, Series 7, and SIE licenses. Michael is a certified professional with over 40 years of experience, providing financial advisory services to clients.

Firm Information

Michael Derosa 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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Michael Derosa’s Registration & Firm History

NY

11/30/2021 - Present

ONE OAK Capital Management, LLC (PURCHASE NY)

NY

01/05/2004 - 10/30/2023

FOX CHASE CAPITAL PARTNERS, LLC (STATEN ISLAND NY)

AL

01/04/1999 - 01/08/2004

PROEQUITIES, INC. (BIRMINGHAM AL)

GA

12/05/1991 - 12/31/1998

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

FL

12/19/1989 - 12/18/1991

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 11/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Derosa.
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