Kelly M. Volk
Professional summary
Kelly Mitchell Volk, who also goes by Kelly Mitchell Volk, Kelly Volk, is a registered financial advisor currently at OCEAN PATH ADVISORS, LLC located in Manhattan Beach, California.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kelly has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Mitchell Volk's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2026 - Present
OCEAN PATH ADVISORS, LLC
Office #1: 115 21st St., Manhattan Beach, CA 90266March 6, 2026 - May 7, 2026
STRATEGIC ADVISERS LLC
January 14, 2026 - May 7, 2026
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/28/2026)
(5/28/2026)
Exams
Series 7TO
Date: 1/14/2026
General Securities Representative ExaminationCurrent Firm
OCEAN PATH ADVISORS, LLC
CRD#: 338933 / SEC#: 801-135249
Contact information
SEC notice filing (12 States and Territories)
Red Flags
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