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Financial ADVSR advisor directory · SEC adviser records

Blue Ocean Capital financial advisors in West Palm Beach, FL

Every SEC-registered investment adviser representative at a Blue Ocean Capital office in West Palm Beach, A to Z.

The short answer

5 registered advisors work at Blue Ocean Capital in West Palm Beach, out of 5 at the firm nationwide; it ranks number 18 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Blue Ocean Capital advisors in West Palm Beach, A to Z

Every Blue Ocean Capital advisor →

Blue Ocean Capital advisors in every city and state →Blue Ocean Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in West Palm Beach

All West Palm Beach advisors →

Morgan Stanley 71Facet 43UBS Financial Services Inc. 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Citizens Securities, Inc. 15A&M Private Wealth Partners, LLC 11Alliancebernstein L.P. 10J.P. Morgan Securities LLC 9Raymond James & Associates, Inc. 9Cresset Asset Management, LLC 8Osaic Wealth, Inc. 8Td Private Client Wealth LLC 7

Questions

How many financial advisors does Blue Ocean Capital have in West Palm Beach?

5 investment adviser representatives are registered at Blue Ocean Capital offices in West Palm Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Blue Ocean Capital one of the largest advisor employers in West Palm Beach?

Blue Ocean Capital ranks number 18 in West Palm Beach by registered advisors; Morgan Stanley has the most, with 71.

How do I check a Blue Ocean Capital advisor in West Palm Beach?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Blue Ocean Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.