Olive Ridley Private Client Services LLC

Olive Ridley Private Client Services LLC (CRD# 325430) is a financial advisory firm headquartered in Newport, RI. They manage $1,385,685 in 6 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
513 Broadway, Newport, RI 02840
https://www.oridley.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $230,948
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, RI

Financial Advisors at Olive Ridley Private Client Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Moffett, financial advisor Encinitas CA
Thomas G. Moffett
CRD#: 7803114
Encinitas, CA

Thomas Moffett (CRD# 7803114) is an Investment Advisor Representative working at Olive Ridley Private Client Services LLC in Encinitas, CA and has 1 year 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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