Ocean View Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
West Warwick, Rhode Island
CRD number
300022
Fee structure
Other

Firm profile

FINTRX

Overview

Ocean View Advisors, LLC is organized as a limited liability company with individual ownership and is recorded as an unclassified adviser. The firm reports a nonstandard fee arrangement (listed as "Other") and does not identify itself as a capital allocator. It is not an active ESG investor, is not registered as a multi-state adviser, and is not designated a pension consultant or related adviser. Ocean View Advisors lists an industry affiliation with an accountant, suggesting a close operational or referral relationship with accounting professionals.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Helen-mary Gilligan

    Chief Compliance OfficerCRD 5407527

Contacts

2 of 2
  • Jason Bianco

    MemberCRD 7054205

  • Lori Conaty

    Lori Conaty

    PrincipalCRD 4578877

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Warwick, RI

Kent

Location

West Warwick, RI

Headquartered in West Warwick, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Kent
Address
1350 Division Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth