Blue Ocean Global Wealth

Blue Ocean Global Wealth (CRD# 167730) is a financial advisory firm headquartered in Rockville, MD. They manage $9,765,672 in 68 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $143,613
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, PA, VA

Financial Advisors at Blue Ocean Global Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Marguerita M. Cheng, CFP®
CRD#: 3149803
51 Monroe St., Plaza West 06, Rockville, MD 20850
107
Wealthminder
score

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth in Rockville, MD and has over 17 years of experience in the finance industry. 

Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger.

Marguerita is a CFP® professional, a Chartered Retirement Planning Counselor(SM), a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.

As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. Marguerita also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).

Marguerita studied at Keio University in Tokyo, Japan, and earned her B.S. in Finance and her B.A. in East Asian Language and Japanese Literature from the University of Maryland, College Park. She is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.

2
Sameer S. Somal
CRD#: 5042484
51 Monroe St., Plaza West 06, Rockville, MD 20850
96
Wealthminder
score

Sameer Somal (CRD# 5042484) is an Investment Advisor Representative working at Blue Ocean Global Wealth in Rockville, MD and has over 10 years of experience in the finance industry. Sameer Somal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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