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Jeffrey Scott Cannizzaro

FLEXPATH STRATEGIES LLC·ALISO VIEJO, California
SIE, Series 7, Series 8, Series 24, Series 63Clean recordFLEXPATH STRATEGIES LLC
120 VANTIS SUITE 480, ALISO VIEJO, CA 92656CRD# 2386193Firm CRD# 174306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Scott Cannizzaro · ALISO VIEJO, CA
Registration
CRD #2386193 · FLEXPATH STRATEGIES LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FLEXPATH STRATEGIES LLC
CRD 174306 · SEC 801-80914
AUM
$66.0B
Regulatory assets under management
Employees
25
902 client accounts
Services offered by FLEXPATH STRATEGIES LLC
Per Form ADV
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at FLEXPATH STRATEGIES LLC →
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Frequently Asked Questions

What services does Jeffrey Scott Cannizzaro offer?
Jeffrey Scott Cannizzaro specializes in Retirement Planning, Fee-Only Advisory. Contact their office in ALISO VIEJO, California for a consultation.
What are Jeffrey Scott Cannizzaro's credentials?
Jeffrey Scott Cannizzaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Cannizzaro located?
Jeffrey Scott Cannizzaro is based in ALISO VIEJO, California, working with FLEXPATH STRATEGIES LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Jeffrey Scott Cannizzaro charge for services?
Jeffrey Scott Cannizzaro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLEXPATH STRATEGIES LLC?
FLEXPATH STRATEGIES LLC has approximately 25 employees and manages $66.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FLEXPATH STRATEGIES LLC

Vincent Joseph Giovinazzo
ALISO VIEJO, CA
Nicholas Dominic Dellavedova
ALISO VIEJO, CA
Jami Ann Chapman
ALISO VIEJO, CA
Jeffrey Scott Elvander
ALISO VIEJO, CA
CFA
Monique (nmn) Schulman
ALISO VIEJO, CA

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Research
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