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Featured Business Financial Advisor in Syracuse, NY
Syracuse Financial Advisors
Blue Ocean Strategic Capital, LLC
443 N Franklin St. Suite 220
Syracuse, NY 13204
“Objective Advice. Personalized Solutions”
Advisor Profile
Theodore Sarenski
Name:  Theodore Sarenski

About Blue Ocean Strategic Capital, LLC

Objective Advice. Personalized Solutions. Blue Ocean Strategic Capital, LLC provides investment management and financial planning services on a fee only basis. Our team of CPAs, PFSs, CFPs, MBAs, a ChFC and a MIFA approach each engagement in a professional and friendly way to first understand you the person before we procede with advice. Each person is unique, each person's situation is unique therefore, our approach to you will be unique.
 

General Information

States Willing to do Business in:    MI, PA, MA, NH, VT, CA
Name of Broker/Dealer:    N/A
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations, 401 (k) plans
Insurance License#:    N/A
Number of Years with Current Firm:    14
Name of Custodial Firm:    Fidelity Investments
States Licensed in:    NY. FL
Firm CRD#:    N/A
Work Experience:    CPA partner for 20 years in a CPA firm then began financial services for a large regional CPA firm in 1997. Grew the business from scratch and recently purchased it from the CPA firm to run as an independent entity.
CRD#:    N/A
Gender:    Male
Years of Experience in Financial Services:    18
 

Education

Academic Background
 
BS in Accounting from State University of New York at Binghamton
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA)
Certifications, Accreditations & Designations:    Personal Financial Specialist (PFS), CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Certified Public Accountant (CPA)
 

Firm Information

Firm's Number of Managed Clients:    200
Firm's Number of Planning Clients:    15
Advisor's Number of Managed Clients:    25
Advisor's Number of Planning Clients:    0
Firm's Number of Clients:    215
Advisor's Number of Clients:    25
Assets Managed by Advisor:    $45,000,000
Assets Managed by Firm:    $120,000,000
 

Compliance

I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Flat Fee Rate:    $750+
Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    1%
Hourly Rate:    -
 
 
 

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