OCEANIS FINANCIAL ADVISORS, INC.

OCEANIS FINANCIAL ADVISORS, INC. of MIAMI, FL is an SEC-registered investment adviser (CRD 307787). Regulatory assets under management: $225.6M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (4)

NameRoleLocation
Alberto Nmi OteroPRESIDENT
Michele ParadisoSHAREHOLDER AND CHIEF COMPLIANCE OFFICER
PARADISO MICHELESHAREHOLDER; SHAREHOLDER AND CHIEF COMPLIANCE OFFICER
OTERO ALBERTO NMIPRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER

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