Joseph Arsenault has been an investment adviser representative at Great Oak Capital Partners since April 2026, and is not listed among the firm’s executive officers or direct owners.
Great Oak Capital Partners, LLC is a South Easton, MA firm with $478M under management, 591 clients and 5 advisers across 3 offices, as of its April 2026 filing.
Joseph Arsenault’s longest registration was 15 years at Heritage Financial Services (2010–2025). Before joining Great Oak Capital Partners in 2026, Joseph Arsenault was registered through Heritage Financial Services.
- – present · under a yearSouth Easton, MA · Adviser representative · Firm CRD 281045
- Heritage Financial Services– · 15 yearsWestwood, MA · Adviser representative · Firm CRD 127268
Investment adviser representative registrations
Joseph Arsenault is registered as an investment adviser representative in Massachusetts, since April 2026.
- MassachusettsSince 2 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 February 2008 |
| Series 7 | General Securities Representative Examination | 30 November 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph F Arsenault
- CRD
- 5415590
- Firm
- Great Oak Capital Partners · CRD 281045
- Office
- 105R DEPOT STREET, SUITE 5, South Easton, MA 02375
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Arsenault work?
Joseph Arsenault is an investment adviser representative registered through Great Oak Capital Partners, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Arsenault a financial advisor?
Yes. Joseph Arsenault has a current investment-adviser registration in Massachusetts, through Great Oak Capital Partners since April 2026.
How many years of experience does Joseph Arsenault have?
Joseph Arsenault has 16 years in the financial industry, since July 2010, across 2 adviser firms.
What exams has Joseph Arsenault passed?
Joseph Arsenault has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2007.
Where did Joseph Arsenault work before Great Oak Capital Partners?
Before Great Oak Capital Partners, Joseph Arsenault was registered through Heritage Financial Services, February 2010 to October 2025.
Where is Joseph Arsenault based?
Joseph Arsenault’s registered office is in South Easton, MA.
Is Joseph Arsenault registered with FINRA?
No. Joseph Arsenault has no current broker registration.
How can I verify Joseph Arsenault’s record?
Search CRD 5415590 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Arsenault’s full registration record.