Tyson
Strachan

Oceanside Advisors LLC

CRD#7120784
Investment Advisor
in New Albany, OH

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About this Advisor

Tyson Strachan is a financial advisor operating out of New Albany, Ohio with 4 years of industry experience. Strachan is currently employed by Oceanside Advisors LLC. Over the course of their career, Strachan has held roles at Florida Panthers, Washington Capitals, Buffalo Sabres, Minnesota Wild, Rochester Americans, Cardiff Devils and Oceanside Advisors, LLC. Strachan maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Ohio. Oceanside Advisors LLC is a registered investment firm operating out of Mount Pleasant, SC. It has just four advisors. It controls $117 million in assets across its 553 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 553 client accounts, 24% are held by high-net-worth clients who have greater than $1 million in investable assets. Oceanside Advisors LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Oceanside Advisors LLC likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

New Albany, OH

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Oceanside Advisors LLC Brokerage Details

Total Assets Under Management

$116,600,000

OH Average: $646,059,043
Total Number of Employees

4

OH Average: 13
Total Number of Accounts

553

OH Average: 661
Average Account Size

$210,850

OH Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Tyson Strachan Work History

Tyson has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Oceanside Advisors, LLC

2017 - 2018 (1 year)

Cardiff Devils

2016 - 2017 (1 year)

Rochester Americans

2015 - 2016 (1 year)

Minnesota Wild

2014 - 2015 (1 year)

Buffalo Sabres

2013 - 2014 (1 year)

Washington Capitals

2011 - 2013 (2 years)

Florida Panthers

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tyson Strachan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oceanside Advisors LLC

Patrick Gaul
Mount Pleasant, SC
Ross Chawansky
Mount Pleasant, SC
Johann Kroll
Mount Pleasant, SC
Tyson Strachan
New Albany, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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