Unclaimed Profile

Nicholas Dominic Dellavedova

FLEXPATH STRATEGIES LLC·ALISO VIEJO, California

SIE, Series 7, Series 63, Series 65Clean record22 years registeredFLEXPATH STRATEGIES LLC

120 VANTIS SUITE 480, ALISO VIEJO, CA 92656CRD# 2884873Firm CRD# 174306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Dominic Dellavedova · ALISO VIEJO, CA

Registration

CRD #2884873 · FLEXPATH STRATEGIES LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FLEXPATH STRATEGIES LLC

FINANCIAL TELESIS, INC.

Oct 2011 – Jul 2014

ALISO VIEJO, CA

NFP RETIREMENT INC.

Jun 2004 – Jun 2023

ALISO VIEJO, CA

PRINCOR FINANCIAL SERVICES CORPORATION

Nov 2003 – Dec 2004

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 26, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLEXPATH STRATEGIES LLC

CRD 174306 · SEC 801-80914

AUM

$66.0B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Nicholas Dominic Dellavedova offer?

Nicholas Dominic Dellavedova specializes in Retirement Planning, Fee-Only Advisory.

What are Nicholas Dominic Dellavedova's credentials?

Nicholas Dominic Dellavedova is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Dominic Dellavedova located?

Nicholas Dominic Dellavedova is based in ALISO VIEJO, California, last registered with FLEXPATH STRATEGIES LLC.

How does Nicholas Dominic Dellavedova charge for services?

Nicholas Dominic Dellavedova'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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