Morgan Stanley
46yrs
Top advisor by experience in West Palm Beach
29yrs
Based in West Palm Beach, Florida, Ronald Smith is a fiduciary financial advisor with 29 years of industry experience. Ronald has been with Blue Ocean Capital since 2002. Blue Ocean Capital offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 476 advisors with offices in West Palm Beach, and one of 439 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office501 South Flagler Drive Suite 220, West Palm Beach, FL 33401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.72 million
Advisors at the firm5
States licensed ?1 state
Services through Blue Ocean Capital
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2002 – nowBlue Ocean CapitalCurrent firm
Questions to ask Ronald
Tailored to Ronald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ronald
How do I contact Ronald?
Call Blue Ocean Capital at (561) 659-3301 and ask for Ronald Smith. Ronald works from the West Palm Beach, FL office.
How long has Ronald been a financial advisor?
Ronald has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Ronald hold?
Series 65. Tap any license on this page to see what it allows.
Is Ronald a fiduciary?
Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ronald paid?
Blue Ocean Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ronald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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