Ocean Financial Services, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 164289
- Registered since
- December 5, 2012
- Website
- www.oceanfinancial.com
Firm profile
FINTRXOverview
Ocean Financial Services, LLC is organized as a limited liability company and has been SEC-registered since 2012. The firm identifies as a capital allocator and is owned by a combination of a domestic entity and an individual. Available records indicate it is not structured as a multi-state adviser, does not describe itself as an active ESG investor, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Manuel Del Canal
Chief Executive OfficerCRD 4624208
Contacts
3 of 20
Providencia Mordan
General Securities PrincipalCRD 5854740
Alexandra Rumie
Financial AdvisorCRD 4364127
Carlos Pena Velazco
Vice President, Relationship ManagerCRD 6693519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, 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
- Miami Dade
- Address
- 780 Nw 42nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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