Claim Profile
TS

Theodore John Sarenski

BLUE OCEAN STRATEGIC CAPITAL, LLC·SYRACUSE, New York
Unclaimed Profile
333 W. WASHINGTON ST., SYRACUSE, NY 13202CRD# 4396294Firm CRD# 112777
01

About

Theodore John Sarenski is a registered financial advisor based in SYRACUSE, New York, affiliated with BLUE OCEAN STRATEGIC CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUE OCEAN STRATEGIC CAPITAL, LLC
BLUE OCEAN STRATEGIC CAPITAL, LLC
AUM
$136M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4396294
Firm CRD# 112777
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SYRACUSE?

Browse all registered financial advisors in SYRACUSE, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Theodore John Sarenski offer?
Theodore John Sarenski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.
What are Theodore John Sarenski's credentials?
Theodore John Sarenski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore John Sarenski located?
Theodore John Sarenski is based in SYRACUSE, New York, working with BLUE OCEAN STRATEGIC CAPITAL, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Theodore John Sarenski charge for services?
Theodore John Sarenski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE OCEAN STRATEGIC CAPITAL, LLC?
BLUE OCEAN STRATEGIC CAPITAL, LLC has approximately 7 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty