Ocean View Advisors, LLC

Ocean View Advisors, LLC (CRD# 300022) is a financial advisory firm headquartered in West Warwick, RI. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1350 Division Road, Suite 305, West Warwick, RI 02893
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

RI

Financial Advisors at Ocean View Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lori Conaty, financial advisor West Warwick RI
Lori J. Conaty
CRD#: 4578877
1350 Division Road, Suite 305, West Warwick, RI 02893

Lori Conaty (CRD# 4578877) is an Investment Advisor Representative working at Ocean View Advisors, LLC in West Warwick, RI and has over 24 years of experience in the finance industry.

2
Helen-mary Gilligan, financial advisor West Warwick RI
Helen-mary J. Gilligan
CRD#: 5407527
1350 Division Road, Suite 305, West Warwick, RI 02893

Helen-mary Gilligan (CRD# 5407527) is an Investment Advisor Representative working at Ocean View Advisors, LLC in West Warwick, RI and has over 16 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals