Brian
Roberts

Flexpath Strategies

CRD#1652043
Investment Advisor
in Aliso Viejo, CA

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About this Advisor

Brian Roberts is a financial advisor based in Aliso Viejo, California, working with Flexpath Strategies. Brian has previously held positions at Financial Telesis Inc, Nfp Retirement, Inc, Nfp Advisor Services, LLC, and Flexpath Strategies, Inc. Brian has passed the Series 63 regulatory exam and is registered to provide services in California and Virginia. Currently, Brian is part of Flexpath Strategies, which operates out of Aliso Viejo, California. The firm has 25 employees and manages assets totaling $66.0 billion. The services offered by the firm include portfolio management for pooled investment vehicles and pension consulting services. The fee structure at Flexpath Strategies includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for pooled investment vehicles, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

120 Vantis Suite 480
Aliso Viejo, CA 92656

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Flexpath Strategies Brokerage Details

Total Assets Under Management

$65,973,486,697

CA Average: $7,578,581,321
Total Number of Employees

25

CA Average: 43
Total Number of Accounts

902

CA Average: 3,727
Average Account Size

$73,141,338

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Pension consulting services

Brian Roberts Work History

2022 - Present (2 years)

Flexpath Strategies, Inc

2014 - 2014 (< 1 year)

Nfp Advisor Services, LLC

2011 - 2014 (3 years)

Financial Telesis Inc

2011 - 2022 (11 years)

Nfp Retirement, Inc

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Disclosures

Please visit the SEC profile of Brian Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Flexpath Strategies

Knnin Chiravanich
Aliso Viejo, CA
Lauren Neeno
Aliso Viejo, CA
Alex Kahn
Aliso Viejo, CA
Jonathan Coombs
Aliso Viejo, CA
Elizabeth Armstrong
Aliso Viejo, CA
Matthew Giovinazzo
Aliso Viejo, CA
Kellen Foley
Aliso Viejo, CA
Brian Roberts
Aliso Viejo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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