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Ross Alexander Kroll

Ocean Path Advisors, LLC

Manhattan Beach, CA

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Current Employers
Ocean Path Advisors, Llc

115 21St St., Manhattan Beach, CA 90266 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-30
TX RA APPROVED 2026-04-30
  • CA RA
    APPROVED
    Since 2026-04-30
  • TX RA
    APPROVED
    Since 2026-04-30

Branch Locations

115 21St St., Manhattan Beach, CA 90266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Advisors Santa Barbara CA 07/2014 05/2017
Oakwood Capital Management Llc Los Angeles CA 06/2017 01/2018
Adviceperiod Los Angeles CA 01/2018 03/2022
Mariner Independent Los Angeles CA 09/2021 02/2026
Ocean Path Advisors Manhattan Beach CA 09/2021 Present
Ocean Path Advisors Manhattan Beach CA 02/2026 Present
  • 07/2014 → 05/2017
    Mercer Advisors
    Santa Barbara, CA
  • 06/2017 → 01/2018
    Oakwood Capital Management Llc
    Los Angeles, CA
  • 01/2018 → 03/2022
    Adviceperiod
    Los Angeles, CA
  • 09/2021 → 02/2026
    Mariner Independent
    Los Angeles, CA
  • 09/2021 → Present
    Ocean Path Advisors
    Manhattan Beach, CA
  • 02/2026 → Present
    Ocean Path Advisors
    Manhattan Beach, CA
Previous Registrations
  • 2021-09-01 → 2026-05-01
    Mariner Independent
    Manhattan Beach, CA
  • 2026-02-10 → 2026-02-17
    Ocean Path Advisors, Llc
    Manhattan Beach, CA
  • 2018-01-17 → 2022-03-30
    Adviceperiod, Llc
    Los Angeles, CA
  • 2017-08-18 → 2018-01-17
    Oakwood Capital Management Llc
    Los Angeles, CA
  • 2014-10-07 → 2017-05-09
    Mercer Global Advisors Inc.
    Santa Barbara, CA
    Sherman Oaks, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-07
  • S65 Uniform Investment Adviser Law Examination
    2014-10-07
Designations

View on SEC IAPD

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