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BR

Brian A. Roberts

FLEXPATH STRATEGIES
Virginia Beach, VA
Some features on this profile are disabled
CRD#: 1652043
BR

Professional summary

Brian Allen Roberts is a registered financial advisor currently at FLEXPATH STRATEGIES located in Virginia Beach, Virginia.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Brian has worked at 7 firms and has passed the Series 63, Series 3, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Allen Roberts's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 9, 2022 - Present

FLEXPATH STRATEGIES

Office #2: 120 Vantis Suite 480, Aliso Viejo, CA 92656
RIA
CRD#: 174306
Virginia Beach, VA
Past

August 20, 2014 - November 9, 2022

WEALTHSPIRE RETIREMENT ADVISORY

RIA
CRD#: 121254
ALISO VIEJO, CA
Past

February 8, 2011 - June 1, 2012

FINANCIAL TELESIS INC

BD
CRD#: 31012
WILLIAMSBURG, VA
Past

January 31, 2011 - November 9, 2011

FINANCIAL TELESIS INC

RIA
CRD#: 31012
WILLIAMSBURG, VA
Past

September 29, 2009 - March 4, 2011

ARETE INVESTMENT CONSULTING, LLC

RIA
CRD#: 151547
VIRGINIA BEACH, VA
Past

September 24, 2007 - June 12, 2009

CAPITAL CLIENT GROUP, INC.

BD
CRD#: 6247
LOS ANGELES, CA
Past

August 7, 1993 - January 4, 2007

CAPITAL CLIENT GROUP, INC.

BD
CRD#: 6247
LOS ANGELES, CA
Past

October 30, 1989 - June 10, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 21, 1987 - November 1, 1989

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FS
FLEXPATH STRATEGIES
FIDUCIARYPATH | FLEXPATH STRATEGIES LLC | FLEXPATH STRATEGIES | FIDUCIARYPATH ADVISORS

CRD#: 174306 / SEC#: 801-80914

RIA
Registered Investment Advisory firm - (2/13/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(11/10/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 5/28/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 11/2/1989
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/18/1987
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 8/30/1993
Investment Company Products/Variable Contracts Principal Examination

Current Firm

FS
FLEXPATH STRATEGIES
FIDUCIARYPATH | FLEXPATH STRATEGIES LLC | FLEXPATH STRATEGIES | FIDUCIARYPATH ADVISORS

CRD#: 174306 / SEC#: 801-80914

RIA
Registered Investment Advisory firm - (2/13/2015 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
120 Vantis Suite 480, Aliso Viejo, CA 92656
Mailing Address
Phone number
(949) 418-6030
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

FLEXPATH BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts741
AUM (Assets Under Management)$ 2,913,734,672

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FLEXPATH STRATEGIES

CRD#: 174306Virginia Beach, VA

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