Kelly Mitchell Volk
Investment adviser representative at Ocean Path Advisors, LLC
10 yearsExperience
2 statesRegistered in
$559.5MFirm assets
Under 1 yearFirm in business
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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.
- Portfolio management
Experience
10 years in the industry.
- Ocean Path Advisors, LLCMay 2026 to now
- Fidelity InvestmentsSep 2025 to May 2026
- Ernst & YoungMay 2022 to Sep 2025
- Kpmg LLPSep 2018 to May 2022
- UnemployedJun 2018 to Sep 2018
- Kpmg LLPJun 2017 to Aug 2017
- Ucla Anderson Rosenfeld LibraryMay 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8165291
- Firm CRD
- 338933