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Member, President, and Chief Compliance Officer · Great Path Planning

Christopher C. Pollard

CRD 5603384 · Named on Form ADV at one SEC-registered adviser

At a glance

Great Path Planning, an SEC-registered wealth manager based in Goshen, NY with $167 million in regulatory assets, lists Christopher C. Pollard on its Form ADV as Member, President, and Chief Compliance Officer, a control person.

Firms and roles

  • Great Path PlanningMember, President, and Chief Compliance OfficerWealth manager · Goshen, NY · $167M in regulatory assets

AtlasMembers

Christopher’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.