Patrick Gaul has been Owner/Investment Advisor Representative of Oceanside Advisors since January 2021, is not listed as a control person, but directly owns between 10% and 25% of the firm. Patrick Gaul holds a Bachelor of Business Administration in concentration in Finance from the University of Notre Dame.
Oceanside Advisors LLC is a Mount Pleasant, SC firm with $191M under management, 253 clients and 4 advisers in one office, as of its February 2026 filing.
Patrick Gaul is Partner of Oceanside Advisors. Gaul joined Oceanside in the summer of 2017. Gaul played seven seasons of professional hockey with the South Carolina Stingrays, the last five as an assistant captain.
- Oceanside Advisors LLCCurrent– present · 8 yearsMount Pleasant, SC · Adviser representative · Firm CRD 170307
Professional designations
Listed by Oceanside Advisors
- CFP
Investment adviser representative registrations
Patrick Gaul is registered as an investment adviser representative in South Carolina, since January 2018.
- South CarolinaSince 4 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 December 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick Joseph Gaul
- CRD
- 6889786
- Firm
- Oceanside Advisors · CRD 170307
- Role
- Owner/Investment Advisor Representative
- Office
- 235 MAGRATH DARBY BLVD., SUITE 150, Mount Pleasant, SC 29464
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oceansideadvisors.com
Where does Patrick Gaul work?
Patrick Gaul has been Owner/Investment Advisor Representative of Oceanside Advisors LLC since January 2021.
Is Patrick Gaul a financial advisor?
Yes. Patrick Gaul has a current investment-adviser registration in South Carolina, through Oceanside Advisors since January 2018.
How many years of experience does Patrick Gaul have?
Patrick Gaul has 8 years in the financial industry, since January 2018, across 1 adviser firm.
What exams has Patrick Gaul passed?
Patrick Gaul passed the Series 65 in December 2017.
Where is Patrick Gaul based?
Patrick Gaul’s registered office is in Mount Pleasant, SC.
Is Patrick Gaul registered with FINRA?
No. Patrick Gaul has no current broker registration.
Is Patrick Gaul a CFP?
Oceanside Advisors lists Patrick Gaul with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify Patrick Gaul’s record?
Search CRD 6889786 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Gaul’s full registration record.
