Ocean Advisors

Ocean Advisors (CRD# 133124) is a financial advisory firm headquartered in Charlotte, NC. They manage $14,000,000 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $241,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

FL, NC

Financial Advisors at Ocean Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Drew Waterbury
CRD#: 1402963
1515 Mockingbird Lane, Suite 717, Charlotte, NC 28209
96
Wealthminder
score

Drew Waterbury (CRD# 1402963) is an Investment Advisor Representative working at Ocean Advisors in Charlotte, NC and has over 28 years of experience in the finance industry. Drew Waterbury 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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