Helen-Mary Gilligan is a PFS-designated registered investment advisor at Ocean View Advisors, LLC, based in West Warwick, RI, with 10 years of industry experience. Helen-Mary 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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Helen-Mary is a partner and CPA at Gilligan & Bianco, LLC, an accounting firm, since 2010. She dedicates full-time hours to this role, especially during tax season, mostly during securities trading hours.
Employment History
Current Registrations
Ocean View Advisors, LLC
Previous Registrations
Bentley Wealth Advisors, LLC
State Registrations1 state
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