Robert Kroll has been Owner of Oceanside Advisors since June 2018, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Edwin Kroll
- CRD
- 6968685
- Firm
- Oceanside Advisors · CRD 170307
- Role
- Owner
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Kroll work?
Robert Kroll has been Owner of Oceanside Advisors LLC since June 2018.
Does Robert Kroll have a current investment-adviser registration?
Robert Kroll has no current investment-adviser or broker registration.
What exams has Robert Kroll passed?
Robert Kroll passed the Series 65 in May 2018.
Where was Robert Kroll previously registered as an investment adviser?
Robert Kroll has past investment-adviser registrations through Oceanside Advisors LLC, June 2018 to December 2021, across 1 firm.
Is Robert Kroll registered with FINRA?
No. Robert Kroll has no current broker registration.
How can I verify Robert Kroll’s record?
Search CRD 6968685 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Kroll’s full registration record.
