Ocean Advisors, LLC

Ocean Advisors, LLC (CRD# 133124) is a financial advisory firm headquartered in Charlotte, NC. They manage $40,861,466 in 93 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
801 E. Morehead Street, Suite 104, Charlotte, NC 28202
http://www.oceanadvisors.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $439,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC

Financial Advisors at Ocean Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Drew Waterbury, financial advisor Charlotte NC
Drew Waterbury
CRD#: 1402963
801 E. Morehead Street, Suite 104, Charlotte, NC 28202

Drew Waterbury (CRD# 1402963) is an Investment Advisor Representative working at Ocean Advisors, LLC in Charlotte, NC and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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