Paul J. Webb

FLEXPATH STRATEGIES

Dover, MA

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CRD#: 2297365

Professional summary

Paul Joseph Webb, AIF® is a registered financial advisor currently at FLEXPATH STRATEGIES located in Dover, Massachusetts.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Paul has 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"?

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.

PMAJ Real Estate LLC; Not investment related; 29 S Cambridge Street, Nantucket, MA (although business address is my home address 7 Partridge Hill Road, Dover, MA 02030); Rental property; I am a member of the LLC; Start date: October, 2022; 4 hours per month, zero hours during working hours. I am responsible for reviewing/approving rental requests

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Webb'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 21, 2025 - Present

FLEXPATH STRATEGIES

RIA

CRD#: 174306

Dover, MA

Past

May 1, 2014 - March 4, 2025

MML DISTRIBUTORS, LLC

CRD#: 38030

BOSTON, MA

Past

November 29, 2006 - May 1, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

ENFIELD, CT

Past

November 17, 2005 - January 11, 2006

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

January 29, 2003 - June 6, 2005

SENTINEL SECURITIES, LLC.

CRD#: 110942

WAKEFIELD, MA

Past

March 26, 2002 - July 9, 2002

H.C.WAINWRIGHT & CO., LLC

CRD#: 375

NEW YORK, NY

Past

December 7, 1999 - April 23, 2001

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

March 15, 1993 - January 12, 1994

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

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".

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

Massachusetts
(7/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/3/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/22/2008

General Securities Principal Examination

Current Firm

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

SEC notice filing (30 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FLEXPATH BROCHURE (5/9/2025)

Regulatory assets under management

Total Number of Accounts	905
AUM (Assets Under Management)	$ 79,850,427,347

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.

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Advisor Monitoring

Firm Stability Insights

Paul J. Webb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Webb's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML DISTRIBUTORS, LLC

MML INVESTORS SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

SENTINEL SECURITIES, LLC.

H.C.WAINWRIGHT & CO., LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

Primary Firm SEC Registration

FLEXPATH STRATEGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2025

Series 63

Date: 12/17/1999

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2008

Series 6

Date: 12/3/1999

Series 24

Date: 12/22/2008

Current Firm

FLEXPATH STRATEGIES

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FLEXPATH STRATEGIES

TRUST BUT VERIFY

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