Compliance, operations and technology advisory for financial services
Estimated regulated-industry mix
Oyster Consulting, now operating within CRC-Oyster, provides consulting, outsourced compliance and financial operations, capital-markets support, registration services and governance-risk-compliance software to broker-dealers, investment advisers, exchanges, ATS operators and other financial institutions. The company is headquartered in Glen Allen, Virginia, United States. Its team brings together expertise in Technology, Capital Markets, Regulatory Reporting, Registration, Finance, and Litigation Support to support clients through structuring, licensing, implementation, compliance, and ongoing administration.
Pete Bowman serves as Managing Director, Strategic Planning and Execution Services at Oyster Consulting, LLC, with responsibility for strategic planning and execution services.
Buddy Doyle serves as Founding Principal, CEO at Oyster Consulting, LLC.
Rob Hall serves as Board Member at Oyster Consulting, LLC.
Bob Mooney serves as Managing Director at Oyster Consulting, LLC.
Ed Wegener serves as Managing Director at Oyster Consulting, LLC and regularly contributes to the firm’s regulatory analysis.
David Williams serves as Managing Director, Head of Business Development at Oyster Consulting, LLC.
Pricing for this service isn't published. Please contact Oyster Consulting, LLC with your specific needs and scope to receive a tailored quote.
Strategic advisory for financial-services growth, operating priorities and transformation.
Pricing may vary by scope, market, media spend, and third-party costs. Data was sourced from public materials or confirmed by the vendor.
Cutter & Company required strategic and regulatory guidance for its acquisition by Prospera Financial Services and the transition of an independent broker-dealer.
The acquisition by Prospera Financial Services was completed, positioning Cutter & Company for expanded technology, resources and advisor support.
Skip the broad vendor search. CobraSight connects you with proven providers who understand your industry, goals, and regulatory environment.
If you're not seeing exactly what you need here, send this company a custom message about your project needs, budget, and timeline.
