Oceanis Financial Advisors, LLC

Oceanis Financial Advisors, LLC (CRD# 173581) is a financial advisory firm headquartered in Miami, FL. They manage $90,000,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $2,647,059
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

Financial Advisors at Oceanis Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alberto Otero
CRD#: 6416028
848 Brickell Ave., Suite 745, Miami, FL 33131
88
Wealthminder
score

Alberto Otero (CRD# 6416028) is an Investment Advisor Representative working at Oceanis Financial Advisors, LLC in Miami, FL and has over 2 years of experience in the finance industry.

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