Unclaimed Profile

Robert Edwin Kroll

OCEANSIDE ADVISORS LLC·MOUNT PLEASANT, South Carolina

Series 65Clean record8 years registeredOCEANSIDE ADVISORS LLC

235 MAGRATH DARBY BLVD., MOUNT PLEASANT, SC 29464CRD# 6968685Firm CRD# 170307

Profile Verification

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

Identity

Robert Edwin Kroll · MOUNT PLEASANT, SC

Registration

CRD #6968685 · OCEANSIDE ADVISORS LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OCEANSIDE ADVISORS LLC

OCEANSIDE ADVISORS LLC

Jun 2018 – Dec 2021

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 25, 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 Robert Edwin Kroll offer?

Robert Edwin Kroll specializes in Financial Planning, Investment Management.

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, last registered with OCEANSIDE ADVISORS LLC.

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.

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