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 is registered with the SEC as an investment adviser since 2020. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the source data and is not identified as a capital allocator or an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or a related adviser. Publicly available FINTRX fields provide limited detail about the firm’s business model, client mix, fee schedules, or specific advisory activities, so there is little granularity on how Blue Ocean Ats positions its services or investment process.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth