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 an individually owned limited liability company that operates as a small, single-office advisory entity. The firm is not registered as a multi-state adviser, is not positioned as a capital allocator, and does not identify as an active ESG investor. Its business and advisory activity fields are not detailed in the available record; the firm reports a non-standard fee arrangement classified as "Other." An accounting firm affiliation is noted, suggesting close ties with accounting professionals or a founder background in accounting rather than broker-dealer or wirehouse roots.

Investments & Alternatives

Location & Offices

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

    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