Nathaniel Skelly

FINANCIAL PATHWAY LLC

SAN ANTONIO, FL

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CRD#: 6879716

Professional summary

Nathaniel Skelly, CFP®, who also goes by Nathaniel James Skelly, is a registered financial advisor currently at FINANCIAL PATHWAY LLC located in San Antonio, Florida.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Nathaniel has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathaniel James Skelly

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.

Land of the Bible Tours Investment Related: No Address: 7103 Aldrich Ct, Spotsylvania Courthouse, VA 22553 Nature of business: Tour Company Spotsylvania, VA Start date: 10/15/2017 Position: Guide/Host Hours per month: 8 Hours during trading: 0 Coordinate travel arrangements and host a 10 day tour of the country of Israel 1 time per year. Responsibilities include communication to travelers prior to trip and hosting group while on their tour. I am paid as an individual contractor for the 1 trip I host.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Skelly'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: 2022

Experience

Current

February 27, 2020 - Present

FINANCIAL PATHWAY LLC

RIA

CRD#: 306748

SAN ANTONIO, FL

Past

January 31, 2018 - September 6, 2019

EDWARD JONES

RIA

CRD#: 250

PENSACOLA, FL

Past

January 5, 2018 - September 6, 2019

EDWARD JONES

CRD#: 250

PENSACOLA, 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
(2/27/2020)

IAR

Louisiana
(5/5/2025)

IAR

Texas
(8/26/2022)

IAR

Virginia
(4/7/2020)

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: 10/3/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/29/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2018

General Securities Representative Examination

Current Firm

FINANCIAL PATHWAY LLC

FINANCIAL PATHWAY | FINANCIAL PATHWAY LLC

CRD#: 306748 / SEC#:

Florida

Registered Investment Advisory firm - (2/27/2020 Approved)

Louisiana

Registered Investment Advisory firm - (2/5/2025 Approved)

Texas

Registered Investment Advisory firm - (8/26/2022 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (4/7/2020 Approved)

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Contact information

Main Address

Wesley Chapel, FL

Mailing Address

Phone number

(850) 377-5355

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	317
AUM (Assets Under Management)	$ 13,288,449

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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Nathaniel Skelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Skelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL PATHWAY LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2019

Series 66

Date: 1/29/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2018

Current Firm

FINANCIAL PATHWAY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL PATHWAY LLC

TRUST BUT VERIFY

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