Advisor at Ocean Financial Advisors LLC
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Firm
Ocean Financial Advisors LLC
Location
Miami, FL 33126
Credentials
Series 65, Series 66
Industry experience
22 years
Manuel Del Canal is a financial advisor with Ocean Financial Advisors LLC in Miami, FL, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with Ocean Financial Advisors since 2019 and has prior experience with Ocean Financial Services and Ocean Bank. Outside of his advisory work, he serves on the board of governors for Neighborhood Lending Partners, a nonprofit focused on low-income housing. Ocean Financial Advisors provides discretionary and non-discretionary investment management and consulting services primarily to high-net-worth individuals and trusts, offering a range of strategies including long- and short-term positions, options, and alternative investments. The firm is affiliated with Ocean Bank and an in-house broker-dealer, serving a client base that includes both U.S. and international domiciles.
Consulting services may be charged a fixed fee, negotiated and agreed upon in written contract.
Up to 2.0% annually (negotiable)
Clients may pay commissions on brokerage accounts established with affiliated broker-dealer OFS, but advisory fees do not include commissions. Advisory clients whose trades are executed through OFS are not charged commissions on the transactions.
Consulting services may be charged on an hourly basis, fee rate negotiated with client and agreed upon in written contract.
Account minimum: $500,000
780 Nw 42 Nd Avenue, Suite 500
Miami, FL 33126
Florida
Ocean Financial Advisors LLC
2019 - Present (7 years)
Ocean Financial Services, LLC
2014 - Present (12 years)
Ocean Bank
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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