Ocean View Advisors, LLC
Firm details
- Headquarters
- West Warwick, Rhode Island
- CRD number
- 300022
- Fee structure
- Other
Firm profile
FINTRXOverview
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
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 1Helen-mary Gilligan
Chief Compliance OfficerCRD 5407527
Contacts
2 of 2Jason Bianco
MemberCRD 7054205

Lori Conaty
PrincipalCRD 4578877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Capital Wealth Management, LLC
RIAWest Warwick, RI
Bountiful Investment Management LLC
RIARumford, RI
Sheeley & Partners Wealth Management, LLC
RIAProvidence, RI
Newman Dignan & Sheerar, Inc
RIAProvidence, RI
Parsons Capital Management Inc
RIAProvidence, RI
SK Wealth Management, LLC
RIAProvidence, RI