Lori Conaty is a PFS-designated registered investment advisor at Ocean View Advisors, LLC, based in West Warwick, RI, with 18 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1350 Division Road, Suite 305, West Warwick, RI, 02893
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is a Principal/CPA at Gilligan & Bianco, LLC, an accounting firm, since August 2018. She dedicates nearly full-time hours to this role, primarily during securities trading hours.
Employment History
Current Registrations
Ocean View Advisors, LLC
Previous Registrations
Bentley Wealth Advisors, LLC
Bentley Wealth Advisors, LLC
Creative Resources Investment Advisors LLC
State Registrations1 state
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