Blue Ocean Strategic Capital, LLC
Blue Ocean Strategic Capital, LLC (CRD# 112777) is a financial advisory firm headquartered in Syracuse, NY. They manage $149,023,007 in 698 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management149MILLION
Total Number of Accounts698ACCOUNTS
Average Account Value$213,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NH, NY, TX
Theodore Sarenski (CRD# 4396294) is an Investment Advisor Representative working at Blue Ocean Strategic Capital, LLC in Syracuse, NY and has 1 year of experience in the finance industry. Theodore Sarenski 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.