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Nicholas Dominic Dellavedova

FLEXPATH STRATEGIES LLC·ALISO VIEJO, California
Clean recordFLEXPATH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas Dominic Dellavedova is a registered financial advisor based in ALISO VIEJO, California, affiliated with FLEXPATH STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FLEXPATH STRATEGIES LLC
FLEXPATH STRATEGIES
AUM
$66.0B
Regulatory assets under management
Employees
25
Total firm employees
Services
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2884873
Firm CRD# 174306
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Dominic Dellavedova offer?
Nicholas Dominic Dellavedova specializes in Retirement Planning, Fee-Only Advisory. Contact their office in ALISO VIEJO, California for a consultation.
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, working with FLEXPATH STRATEGIES LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
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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