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Patrick Joseph Gaul

Oceanside Advisors LLC

Mount Pleasant, SC

CRD 6889786

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Employer firm

Oceanside Advisors LLC CRD 170307

$191M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Oceanside Advisors Llc

235 Magrath Darby Blvd. Suite 150, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2018-01-04
  • SC RA
    APPROVED
    Since 2018-01-04

Branch Locations

235 Magrath Darby Blvd. Suite 150, Mount Pleasant, SC 29464 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oceanside Advisors Llc Mount Pleasant SC 12/2017 Present
Oceanside Advisors Llc North Charleston SC 07/2017 12/2017
South Carolina Stingrays Charleston SC 01/2013 04/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-04
  • S65 Uniform Investment Adviser Law Examination
    2017-12-04
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

APOLLON WEALTH MANAGEMENT, LLC
APOLLON FINANCIAL, LLC
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

ALEXANDRA GUNDRADA LUNDGREN
Josh Joseph Renda
JASON THOMAS ROSENER

Nearby Offices

APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC
APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC

More in Mount Pleasant, SC

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