Blue Ocean Ats

Broker-DealerFINRA MemberEst. 2020
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 appears on the SEC roster with an initial registration date in 2020. Ownership is recorded as a combination of a domestic entity and an individual. The dataset classifies the firm as "Unclassified" and does not identify it as a capital allocator or an active ESG investor. Other flags in the record indicate it is not designated as a multi-state adviser and it is not listed as a newly formed adviser.

Assets & Accounts

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

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

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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