Riley Jameson Van velthuyzen
Investment adviser representative at Ocean Path Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$559.5MFirm assets
Are you Riley Jameson Van velthuyzen? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
12 years in the industry.
- Ocean Path Advisors, LLCApr 2022 to now
- Mariner IndependentApr 2022 to Feb 2026
- Ep Wealth AdvisorsNov 2021 to Apr 2022
- Kpmg, LLPJul 2020 to Oct 2021
- Kpmg, LLPSep 2018 to Jun 2020
- UnemployedMay 2018 to Sep 2018
- Pepperdine UniversityOct 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ocean Path Advisors, LLC
$559.5MAssets managed
196Clients
6Advisers
Under 1 yearIn 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
- 7536298
- Firm CRD
- 338933