Simplepath Wealth Management, LLC

Simplepath Wealth Management, LLC (CRD# 309014) is a financial advisory firm headquartered in Palm Harbor, FL. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
220 Alternative Highway 19 N., Palm Harbor, FL 34683
https://twitter.com/entersimplepath
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Simplepath Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Maxime Choiniere, financial advisor Palm Harbor FL
Maxime B. Choiniere
CRD#: 6571079
220 Alternative Highway 19 N., Palm Harbor, FL 34683

Maxime Choiniere (CRD# 6571079) is an Investment Advisor Representative working at Simplepath Wealth Management, LLC in Palm Harbor, FL and has over 8 years of experience in the finance industry.

2
Celine Pastore, financial advisor Palm Harbor FL
Celine J. Pastore
CRD#: 5767412
220 Alternative Highway 19 N., Palm Harbor, FL 34683

Celine Pastore (CRD# 5767412) is an Investment Advisor Representative working at Simplepath Wealth Management, LLC in Palm Harbor, FL and has over 9 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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