Investment Advisory Services
Oceanic Capital Management LLCSee Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
About This Business
Products and Services
Fiduciary Investment Advisor
Asset Management
401K Plans
Divorce Financial Advisor
Pre and Post Retirement Planning
Social Security strategies and planning
Investment Management
Business Details
- Local BBB:
- BBB Serving New Jersey
- BBB File Opened:
- 2/6/2017
- Business Started:
- 12/31/2007
- Business Started Locally:
- 3/3/2016
- Business Incorporated:
- 12/4/2007
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- OCM
- Business Management:
- Mr. Thomas Yorke, Managing Director
- Mr. Douglas Lyons, Managing Director
Additional Contact Information
- Principal Contacts
- Mr. Thomas Yorke, Managing Director
- Mr. Douglas Lyons, Managing Director
- Customer Contacts
- Mr. Thomas Yorke, Managing Director
- Fax numbers
- Primary Fax: (732) 933-2601
- Additional Phone Numbers
- Other Phone: (732) 371-3544
- Additional Email Addresses
- Sales: Email this Business
- Technical Support: Email this Business
- Customer Service: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 1499991 for this business, issued by Financial Industry Regulatory Authority (FINRA)
Financial Industry Regulatory Authority (FINRA)
1735 K St
Washington DC 20006
BBB records show a license number of 146135 for this business, issued by Securities & Exchange Commission (SEC)
Securities & Exchange Commission (SEC)
BBB records show a license number of 1612316 for this business, issued by Financial Industry Regulatory Authority (FINRA)
Financial Industry Regulatory Authority (FINRA)
1735 K St
Washington DC 20006
BBB records show a license number of 1554552 for this business, issued by State Department of Banking & Insurance
State Department of Banking & Insurance
20 West State Street, CN-040
Trenton NJ 08625
Series 65 / Registered Investment Advisory
Chartered Financial Analyst
Certified Financial Planners
Certified Divorce Financial Analyst
Additional Information
- Refund and Exchange Policy
- Free Initial consultation's. All clients pay a monthly or quarterly fee based on Assets Under Management (AUM) placed with Oceanic Capital Management LLC (OCM). Minimum account size $ 250,000. Contracts have a 30 day cancellation notice.
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