Unclaimed Profile

Patrick Joseph Gaul

OCEANSIDE ADVISORS LLC·MOUNT PLEASANT, South Carolina

Series 65Clean record8 years registeredOCEANSIDE ADVISORS LLC

235 MAGRATH DARBY BLVD., MOUNT PLEASANT, SC 29464CRD# 6889786Firm CRD# 170307

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Joseph Gaul · MOUNT PLEASANT, SC

Registration

CRD #6889786 · OCEANSIDE ADVISORS LLC · 8 years registered

Brand Profile

Not yet started

Career History

OCEANSIDE ADVISORS LLC

Jan 2018 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 4, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OCEANSIDE ADVISORS LLC

CRD 170307 · SEC 801-127503

AUM

$136M

Regulatory assets under management

Employees

603 client accounts

Services offered by OCEANSIDE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OCEANSIDE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Joseph Gaul offer?

Patrick Joseph Gaul specializes in Financial Planning, Investment Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.

What are Patrick Joseph Gaul's credentials?

Patrick Joseph Gaul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Joseph Gaul located?

Patrick Joseph Gaul is based in MOUNT PLEASANT, South Carolina, working with OCEANSIDE ADVISORS LLC. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.

How does Patrick Joseph Gaul charge for services?

Patrick Joseph Gaul's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OCEANSIDE ADVISORS LLC?

OCEANSIDE ADVISORS LLC has approximately 5 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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