Todd Butler has been Managing Member and Principal of Ocean Path Advisors since January 2021, is a control person of the firm and directly owns 75% or more of it.
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.
Todd Butler is the founder and Chief Executive Officer of Ocean Path Advisors, based in Manhattan Beach, California. He has worked for more than 20 years with individuals and families. Before forming Ocean Path Advisors he was a partner at AdvicePeriod, a wealth management firm based in Los Angeles.
Todd Butler’s longest registration was 9 years at Wescap Group (2007–2017). Before joining Ocean Path Advisors in 2026, Todd Butler was registered through Mariner Independent and Adviceperiod, LLC.
- Ocean Path Advisors, LLCCurrent– present · under a yearManhattan Beach, CA · Adviser representative · Firm CRD 338933
- – · under a yearManhattan Beach, CA · Adviser representative · Firm CRD 338933
- Mariner Independent– · 4 yearsManhattan Beach, CA · Adviser representative · Firm CRD 305418
- Adviceperiod, LLC– · 5 yearsLos Angeles, CA · Adviser representative · Firm CRD 169828
- Wescap Group– · 9 yearsGlendale, CA · Adviser representative · Firm CRD 104759
- Seia– · 1 yearLos Angeles, CA · Adviser representative · Firm CRD 108163
- Charles Schwab & Co., Inc.– · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 5393
Professional designations
Listed by Ocean Path Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Todd Butler is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2026.
- CaliforniaSince 29 April 2026
- TexasResidentSince 29 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 1999 |
| Series 7 | General Securities Representative Examination | 16 August 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 December 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 October 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Todd Curtis Butler
- CRD
- 3091223
- Firm
- Ocean Path Advisors · CRD 338933
- Role
- Managing Member and Principal
- Office
- 115 21ST ST., Manhattan Beach, CA 90266
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oceanpath.com
Where does Todd Butler work?
Todd Butler has been Managing Member and Principal of Ocean Path Advisors, LLC since January 2021, and is a control person of the firm.
Is Todd Butler a financial advisor?
Yes. Todd Butler has a current investment-adviser registration in California and Texas, through Ocean Path Advisors since April 2026.
How many years of experience does Todd Butler have?
Todd Butler has 23 years in the financial industry, since January 2003, across 6 adviser firms.
What exams has Todd Butler passed?
Todd Butler has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in October 1998.
Where did Todd Butler work before Ocean Path Advisors?
Before Ocean Path Advisors, Todd Butler was registered through Adviceperiod, LLC, January 2017 to March 2022; Wescap Group, November 2007 to January 2017; Seia, February 2005 to May 2006; Charles Schwab & Co., Inc., February 2001 to September 2004.
Where is Todd Butler based?
Todd Butler’s registered office is in Manhattan Beach, CA.
Is Todd Butler registered with FINRA?
No. Todd Butler has no current broker registration.
Is Todd Butler a CFP?
Ocean Path Advisors lists Todd Butler with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Todd Butler’s record?
Search CRD 3091223 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Butler’s full registration record.