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PW

Paul J. Webb

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CRD#: 2297365
PW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Joseph Webb, AIF® was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1993. Paul had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Past

July 21, 2025 - November 20, 2025

FLEXPATH STRATEGIES

RIA
CRD#: 174306
Dover, MA
Past

May 1, 2014 - March 4, 2025

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
BOSTON, MA
Past

November 29, 2006 - May 1, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ENFIELD, CT
Past

November 17, 2005 - January 11, 2006

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

January 29, 2003 - June 6, 2005

SENTINEL SECURITIES, LLC.

BD
CRD#: 110942
WAKEFIELD, MA
Past

March 26, 2002 - July 9, 2002

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

December 7, 1999 - April 23, 2001

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

March 15, 1993 - January 12, 1994

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/25/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/17/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/7/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/3/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/2008
General Securities 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)
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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#: 174306

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