Oceanside Advisors LLC

Oceanside Advisors LLC (CRD# 170307) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $136,400,000 in 603 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
235 Magrath Darby Blvd., Suite 150, Mount Pleasant, SC 29464
https://twitter.com/tstracks
By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $226,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, LA, MN, NC, OH, PA, SC, TX, WI

Financial Advisors at Oceanside Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Patrick Gaul, financial advisor Mount Pleasant SC
Patrick J. Gaul
CRD#: 6889786
235 Magrath Darby Blvd., Suite 150, Mount Pleasant, SC 29464

Patrick Gaul (CRD# 6889786) is an Investment Advisor Representative working at Oceanside Advisors LLC in Mount Pleasant, SC and has over 6 years of experience in the finance industry.

2
Johann Kroll, CFA, CFP®, financial advisor Mount Pleasant SC
Johann Kroll, CFA, CFP®
CRD#: 6297173
235 Magrath Darby Blvd., Suite 150, Mount Pleasant, SC 29464

Johann Kroll (CRD# 6297173) is an Investment Advisor Representative working at Oceanside Advisors LLC in South Carolina and has over 5 years of experience in the finance industry.

3
Tyson Strachan, financial advisor New Albany OH
Tyson R. Strachan
CRD#: 7120784
New Albany, OH

Tyson Strachan (CRD# 7120784) is an Investment Advisor Representative working at Oceanside Advisors LLC in New Albany, OH and has over 5 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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