Oceana D Boohm

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-17
FL	RA	APPROVED	2025-06-18

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lakewood Ranch	FL	02/2022	Present
Maxim Healthcare Services	Portland	OR	03/2021	02/2022
England Logistics	Portland	OR	04/2020	03/2021
Athleta	Portland	OR	08/2019	11/2020
Michael's Grill	Tampa	FL	05/2018	04/2019
Busch Gardens	Tampa	FL	08/2016	12/2016
University Of South Florida	Tampa	FL	06/2015	05/2019

02/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lakewood Ranch, FL
03/2021 → 02/2022

Maxim Healthcare Services

Portland, OR
04/2020 → 03/2021

England Logistics

Portland, OR
08/2019 → 11/2020

Athleta

Portland, OR
05/2018 → 04/2019

Michael's Grill

Tampa, FL
08/2016 → 12/2016

Busch Gardens

Tampa, FL
06/2015 → 05/2019

University Of South Florida

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-09

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