Nicholas
Schilkey

Oceanside Advisors LLC

CRD#7910999
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Nicholas Schilkey is a financial advisor based in Mount Pleasant, South Carolina, working with Oceanside Advisors LLC. Nicholas has previously held positions at Oceanside Advisors LLC, If Bjorkloven, Iserlohn Roosters, Willes-Barre/Scranton Penguins, Bridgeport Islanders, Charlotte Checkers Hockey, and was a full-time student. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Nicholas is part of Oceanside Advisors LLC, which operates out of Mount Pleasant, South Carolina. The firm has one office and five employees. The firm manages assets totaling $136.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Oceanside Advisors LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

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

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

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Oceanside Advisors LLC Brokerage Details

Total Assets Under Management

$136,400,000

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

5

SC Average: 13
Total Number of Accounts

603

SC Average: 661
Average Account Size

$226,202

SC Average: $977,396

Investment Advisory Services

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

Nicholas Schilkey Work History

2024 - Present (1 year)

Oceanside Advisors LLC

2022 - 2024 (2 years)

If Bjorkloven

2021 - 2022 (1 year)

Iserlohn Roosters

2020 - 2021 (1 year)

Willes-Barre/Scranton Penguins

2019 - 2020 (1 year)

Bridgeport Islanders

2017 - 2019 (2 years)

Charlotte Checkers Hockey

2000 - 2017 (17 years)

Full-Time Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicholas Schilkey 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

Johann Kroll
Mount Pleasant, SC
Tyson Strachan
New Albany, OH
Patrick Gaul
Mount Pleasant, SC
Nicholas Schilkey
Mount Pleasant, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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