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TB

Todd C. Butler

OCEAN PATH ADVISORS
MANHATTAN BEACH, CA 90266
Some features on this profile are disabled
CRD#: 3091223
TB

Professional summary

Todd Curtis Butler, CFP® is a registered financial advisor currently at OCEAN PATH ADVISORS, LLC located in Manhattan Beach, California.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Todd has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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 Todd Curtis Butler's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

April 29, 2026 - Present

OCEAN PATH ADVISORS, LLC

Office #1: 115 21st St., Manhattan Beach, CA 90266
RIA
CRD#: 338933
MANHATTAN BEACH, CA
Past

February 10, 2026 - February 17, 2026

OCEAN PATH ADVISORS, LLC

RIA
CRD#: 338933
MANHATTAN BEACH, CA
Past

September 1, 2021 - May 1, 2026

MARINER INDEPENDENT

RIA
CRD#: 305418
MANHATTAN BEACH, CA
Past

January 17, 2017 - March 30, 2022

ADVICEPERIOD, LLC

RIA
CRD#: 169828
LOS ANGELES, CA
Past

November 9, 2007 - January 11, 2017

WESCAP GROUP

RIA
CRD#: 104759
GLENDALE, CA
Past

February 15, 2005 - May 16, 2006

SEIA

RIA
CRD#: 108163
LOS ANGELES, CA
Past

December 17, 2004 - December 13, 2006

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
LOS ANGELES, CA
Past

February 22, 2001 - September 10, 2004

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
LOS ANGELES, CA
Past

February 1, 2001 - September 10, 2004

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

October 7, 1998 - January 16, 2001

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

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
California
(4/29/2026)
IAR
Texas
(4/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/18/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/16/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/2/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OP
OCEAN PATH ADVISORS, LLC
OCEAN PATH ADVISORS LLC | OCEAN PATH ADVISORS, LLC

CRD#: 338933 / SEC#: 801-135249

RIA
Registered Investment Advisory firm - (1/26/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
115 21st St., Manhattan Beach, CA 90266
Mailing Address
Phone number
(310) 302-7685
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (12 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- OCEAN PATH ADVISORS, LLC (12/26/2025)
0

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

OCEAN PATH ADVISORS, LLC

CRD#: 338933Manhattan Beach, CA 90266

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