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 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
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
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