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LN

Lauren M. Neeno

FLEXPATH STRATEGIES
Aliso Viejo, CA 92656
Some features on this profile are disabled
CRD#: 7491190
LN

Professional summary

Lauren Melissa Neeno, who also goes by Lauren Neeno, is a registered financial advisor currently at FLEXPATH STRATEGIES located in Aliso Viejo, California.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lauren has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lauren Neeno

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 Lauren Melissa Neeno'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®
None

Experience

Current

April 1, 2022 - Present

FLEXPATH STRATEGIES

Office #1: 120 Vantis Suite 480, Aliso Viejo, CA 92656
RIA
CRD#: 174306
Aliso Viejo, CA

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.

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
(4/1/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/1/2022
Uniform Investment Adviser Law 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
28

SEC notice filing (30 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 (5/9/2025)

Regulatory assets under management

Total Number of Accounts905
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.

Company Information

FLEXPATH STRATEGIES

CRD#: 174306Aliso Viejo, CA 92656

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