Investment adviser representative · Ocean Path Advisors, LLC
Kelly M. Volk
CRD 8165291 · Manhattan Beach, CA
At a glance
Kelly M. Volk is an investment adviser representative with Ocean Path Advisors, LLC in Manhattan Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Ocean Path Advisors, LLCSince May 2026Manhattan Beach, CA · $560M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kelly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Ocean Path Advisors, LLC
- Todd C. ButlerManhattan Beach · Certified Financial Planner
- Matthew S. EvansManhattan Beach · Certified Financial Planner
- Ross A. KrollManhattan Beach · Certified Financial Planner
- Riley J. Van VelthuyzenManhattan Beach · Certified Financial Planner
- Mary K. BelnapPleasant Grove
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