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Lisa Marie Giovannelli

SOUTHOCEAN CAPITAL PARTNERS, LLC·FT. LAUDERDALE, Florida
Clean recordSOUTHOCEAN CAPITAL PARTNERS, LLC
401 E. LAS OLAS BLVD., FT. LAUDERDALE, FL 33301CRD# 4420569Firm CRD# 171580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Marie Giovannelli · FT. LAUDERDALE, FL
Registration
CRD #4420569 · SOUTHOCEAN CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lisa Marie Giovannelli is a registered financial advisor based in FT. LAUDERDALE, Florida, affiliated with SOUTHOCEAN CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SOUTHOCEAN CAPITAL PARTNERS, LLC
SOUTHOCEAN CAPITAL PARTNERS, LLC
AUM
$631M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SOUTHOCEAN CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST PAID TO OUR AFFILIATED ENTITIES
Regulatory
SEC/IARD CRD# 4420569
Firm CRD# 171580
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Marie Giovannelli offer?
Lisa Marie Giovannelli specializes in Retirement Planning. Contact their office in FT. LAUDERDALE, Florida for a consultation.
What are Lisa Marie Giovannelli's credentials?
Lisa Marie Giovannelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Marie Giovannelli located?
Lisa Marie Giovannelli is based in FT. LAUDERDALE, Florida, working with SOUTHOCEAN CAPITAL PARTNERS, LLC. Their office serves clients in the FT. LAUDERDALE metropolitan area and surrounding communities.
How does Lisa Marie Giovannelli charge for services?
Lisa Marie Giovannelli's firm is compensated through percentage of aum, other: carried interest paid to our affiliated entities. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHOCEAN CAPITAL PARTNERS, LLC?
SOUTHOCEAN CAPITAL PARTNERS, LLC has approximately 8 employees and manages $631M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHOCEAN CAPITAL PARTNERS, LLC

Lorraine Gomez Estrada
FT. LAUDERDALE, FL

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Research
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