Mary Kate Belnap
Investment adviser representative at Ocean Path Advisors, LLC
11 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
11 years in the industry.
- Ocean Path Advisors, LLCJun 2025 to now
- Mariner IndependentSep 2025 to Feb 2026
- Utah State UniversityAug 2017 to May 2025
- Lehi BakeryAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8169965
- Firm CRD
- 338933