Oceanis Financial Advisors, Inc.

Oceanis Financial Advisors, Inc. (CRD# 307787) is a financial advisory firm headquartered in Miami, FL. They manage $200,730,117 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
40 Sw 13th Street, Suite 605, Miami, FL 33130
https://twitter.com/oceanisfa
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $2,867,573
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Oceanis Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alberto Otero, financial advisor Miami FL
Alberto N. Otero
CRD#: 6416028
40 Sw 13th Street, Suite 605, Miami, FL 33130

Alberto Otero (CRD# 6416028) is an Investment Advisor Representative working at Oceanis Financial Advisors, Inc. in Miami, FL and has over 9 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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