FIND A OCEAN INDEX PARTNERS, LLC FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at OCEAN INDEX PARTNERS, LLC
CRD#: 337950
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for OCEAN INDEX PARTNERS, LLC Comes From
Understanding the Statistics for OCEAN INDEX PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
70 Carman Avenue, Cedarhurst, NY 11516
Phone Number
(917) 733-4515
Conflict of interest - Other Business Activities
Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at OCEAN INDEX PARTNERS, LLC
Jason Michael Cooke
IAR
CRD#: 2835024
Location:
Danville, CA 94526
Company:
EDELMAN FINANCIAL ENGINES
Disclosures:
Experience:
28 years
David W Smith
PR
CRD#: 6845350
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
8 years
SM
Susan Lynn Miller
IAR
CRD#: 5561602
Location:
Anaheim, CA 92801
Company:
SLATEN WEALTH MANAGEMENT
Disclosures:
Experience:
16 years
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