Financial Pathway LLC

Financial Pathway LLC (CRD# 306748) is a financial advisory firm headquartered in San Antonio, FL. They manage $10,112,057 in 214 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
13000 Summerfield Way, San Antonio, FL 33525
https://www.youtube.com/channel/ucn1tqinljbu4les3ck4-pua
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $47,253
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, VA

Financial Advisors at Financial Pathway LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nathaniel Skelly, financial advisor San Antonio FL
Nathaniel Skelly
CRD#: 6879716
13000 Summerfield Way, San Antonio, FL 33525

Nathaniel Skelly (CRD# 6879716) is an Investment Advisor Representative working at Financial Pathway LLC in San Antonio, FL and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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