Maxime B. Choiniere

SIMPLEPATH WEALTH MANAGEMENT

Palm Harbor, FL 34683

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CRD#: 6571079

Professional summary

Maxime Benoit Choiniere, CFP®, who also goes by Max Choiniere, is a registered financial advisor currently at SIMPLEPATH WEALTH MANAGEMENT, LLC located in Palm Harbor, Florida.

Maxime is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Maxime has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Max Choiniere

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.

Maxime B. Choiniere is also a licensed insurance agent with SimplePath Insurance & Tax Planning, LLC. Approximately 20% of his time is spent in this practice. He will offer Clients services from those activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maxime Benoit Choiniere'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

July 13, 2020 - Present

SIMPLEPATH WEALTH MANAGEMENT, LLC

Office #1: 220 Alternative Highway 19 N., Palm Harbor, FL 34683

RIA

CRD#: 309014

Palm Harbor, FL

Past

April 23, 2019 - July 15, 2020

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

PALM HARBOR, FL

Past

January 4, 2016 - April 24, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

PALM HARBOR, FL

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

Florida
(7/13/2020)

IAR

Texas
(6/5/2025)

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: 12/18/2015

Uniform Investment Adviser Law Examination

Current Firm

SIMPLEPATH WEALTH MANAGEMENT, LLC

SIMPLEPATH RETIREMENT, LLC | WOMEN'S WEALTH ADVISOR | SIMPLEPATH WEALTH MANAGEMENT, LLC

CRD#: 309014 / SEC#:

Florida

Registered Investment Advisory firm - (6/24/2020 Approved)

Texas

Registered Investment Advisory firm - (5/23/2025 Conditional Restricted)

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Contact information

Main Address

220 Alternative Highway 19 N., Palm Harbor, FL 34683

Mailing Address

Phone number

(727) 304-6000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Maxime B. Choiniere

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maxime Benoit Choiniere's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLEPATH WEALTH MANAGEMENT, LLC

J. W. COLE ADVISORS, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2015

Current Firm

SIMPLEPATH WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

SIMPLEPATH WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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