BLUE OCEAN ATS

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
13
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 SEC-registered since 2020. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in publicly available records as "Unclassified." Filings indicate it is not a capital allocator, does not self-identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. Public disclosures do not describe its advisory activities, fee schedule, client segments, or affiliated business relationships in any detail.

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
  • Edward Wishik

    CFO & Director of Human ResourcesCRD 2264777

  • BRIAN HYNDMAN

    President, Chief Operating OfficerCRD 2281837

  • Robert Virgilio

    Chief Compliance OfficerCRD 1464899

Contacts

3 of 10
  • Adam Wood

    Trade Support AssociateCRD 7737542

  • JASON BROWN

    Head of SalesCRD 2334010

  • Henning Kruse

    Vice PresidentCRD 8199059

Unlock 7 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth