Brian Allen Roberts
Investment adviser representative at Flexpath Strategies
15 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
15 years in the industry.
- Flexpath Strategies, Inc.Nov 2022 to now
- Nfp Retirement, Inc.Feb 2011 to Nov 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (VA).
Flexpath Strategies
Legal name: Flexpath Strategies LLC
$2.9BAssets managed
741Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1652043
- Firm CRD
- 174306