Kelly Volk has been an investment adviser representative at Ocean Path Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners. Kelly Volk studied Accounting and Sociology at UCLA.
Ocean Path Advisors, LLC is a Manhattan Beach, CA firm with $560M under management, 196 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Kelly Volk is an Associate Financial Planner at Ocean Path Advisors. He works alongside the advisory team on wealth and tax planning strategies. He began his career in public accounting at KPMG and Ernst & Young and later moved to Fidelity Investments, where he worked directly with clients.
Kelly Volk’s longest registration is the current one, under a year at Ocean Path Advisors since 2026. Before joining Ocean Path Advisors in 2026, Kelly Volk was registered through Strategic Advisers LLC.
- Ocean Path Advisors, LLCCurrent– present · under a yearManhattan Beach, CA · Adviser representative · Firm CRD 338933
- Strategic Advisers LLC– · under a yearWinchester, CA · Adviser representative · Firm CRD 104555
Professional designations
Listed by Ocean Path Advisors
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Kelly Volk is registered as an investment adviser representative in 2 states. Each was approved in May 2026.
- CaliforniaSince 28 May 2026
- TexasSince 28 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 February 2026 |
| Series 7TO | General Securities Representative Examination | 14 January 2026 |
| SIE | Securities Industry Essentials Examination | 20 November 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kelly Mitchell Volk
- CRD
- 8165291
- Firm
- Ocean Path Advisors · CRD 338933
- Office
- 115 21ST ST., Manhattan Beach, CA 90266
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oceanpath.com
Where does Kelly Volk work?
Kelly Volk is an investment adviser representative registered through Ocean Path Advisors, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Volk a financial advisor?
Yes. Kelly Volk has a current investment-adviser registration in California and Texas, through Ocean Path Advisors since May 2026.
How many years of experience does Kelly Volk have?
Kelly Volk has 0 years in the financial industry, since February 2026, across 2 adviser firms.
What exams has Kelly Volk passed?
Kelly Volk has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2025.
Where did Kelly Volk work before Ocean Path Advisors?
Before Ocean Path Advisors, Kelly Volk was registered through Strategic Advisers LLC, March 2026 to May 2026.
Where is Kelly Volk based?
Kelly Volk’s registered office is in Manhattan Beach, CA.
Is Kelly Volk registered with FINRA?
No. Kelly Volk has no current broker registration.
How can I verify Kelly Volk’s record?
Search CRD 8165291 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Volk’s full registration record.