Theodore Sarenski

Tel: (315) 471-2672
443 N Franklin St. Suite 220
Syracuse, NY 13204

Objective Advice. Personalized Solutions

Blue Ocean Strategic Capital, LLC | Financial Advisor in Syracuse ,NY

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.

18 Years of Experience



General Information
Firm Start Year:   1997
No.of Employees:   5-9
Insurance License#:   N/A
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   Fidelity Investments
States Licensed in:   NY. FL
Number of Years with Current Firm:   14
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.
I work with the following types of clients:   401 (k) plans , Non-Profit Organizations , Businesses , Individual Investors
Services
Investment Types:   Bonds , Stocks , Mutual Funds , Commodities , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via phone , At my office , At your home , Via email


Qualifications & Memberships
Financial Organization Memberships:   Financial Planning Association (FPA) , American Institute of Certified Public Accountants (AICPA)


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


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


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Flat Fee
Fee % Based on Assets:   1%
Hourly Rate:   -
Flat Fee Rate:   $750+



FAQs

Theodore Sarenski

Theodore Sarenski

CERTIFIED FINANCIAL PLANNER™ Certificant, PFS, ChFC®, CPA

Communities Served

MI PA
MA NH
VT CA

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer