Blue Ocean Ats

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
West Palm Beach, Florida
CRD number
306512
Registered since
October 13, 2020

Firm profile

FINTRX

Overview

Blue Ocean Ats is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. The firm is listed without a specific investment classification and has provided minimal public detail about its business model, client base, fee arrangements, or day-to-day advisory activities. Available information indicates Blue Ocean Ats does not act as a capital allocator and does not position itself as an active ESG investor. It is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied disclosures about its activities or external affiliations.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Robert Virgilio

    Robert Virgilio

    Chief Compliance OfficerCRD 1464899

  • Brian Hyndman

    Brian Hyndman

    President, Chief Operating OfficerCRD 2281837

  • Edward Wishik

    Edward Wishik

    CFO & Director of Human ResourcesCRD 2264777

Contacts

3 of 11
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Louis Damiano

    Louis Damiano

    Vice President, ComplianceCRD 1438680

  • Jason Brown

    Head of SalesCRD 2334010

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
515 N Flagler Dr
Time zone
ET (UTC-5)
Office locations

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