AdvisorOS Directory
Claim Profile
RK

Robert Edwin Kroll

OCEANSIDE ADVISORS LLC·MOUNT PLEASANT, South Carolina
Unclaimed Profile
235 MAGRATH DARBY BLVD., MOUNT PLEASANT, SC 29464CRD# 6968685Firm CRD# 170307
01

About

Robert Edwin Kroll is a registered financial advisor based in MOUNT PLEASANT, South Carolina, affiliated with OCEANSIDE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OCEANSIDE ADVISORS LLC
OCEANSIDE ADVISORS LLC
AUM
$136M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at OCEANSIDE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6968685
Firm CRD# 170307
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MOUNT PLEASANT?

Browse all registered financial advisors in MOUNT PLEASANT, South Carolina or claim this profile if it's yours.

Browse MOUNT PLEASANT AdvisorsAre you this advisor? Claim profile

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 Robert Edwin Kroll offer?
Robert Edwin Kroll specializes in Financial Planning, Investment Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.
What are Robert Edwin Kroll's credentials?
Robert Edwin Kroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edwin Kroll located?
Robert Edwin Kroll 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 Robert Edwin Kroll charge for services?
Robert Edwin Kroll'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MOUNT PLEASANT
Samuel Wayne Gamble — SAOS CAPITAL, LLCWilliam Fred Gunderson — GUNDERSON CAPITAL MANAGEMENTKyra Hollowell Morris — MORRIS FINANCIAL CONCEPTS, INC.Robert Stanley Morris — MORRIS FINANCIAL CONCEPTS, INC.William Randolph Avant — SAOS CAPITAL, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile