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Financial ADVSR advisor directory · SEC adviser records

Pathstone financial advisors in California

Every SEC-registered investment adviser representative at a Pathstone office in California, by city and A to Z.

6 registered advisors work at Pathstone in California, out of 193 nationwide; it's the firm's number 6 state by advisors, and the most are in Los Angeles (4). 0 list the CFP designation and 0 are also registered broker representatives.

Pathstone advisors by city in California

Every firm in California →

Los Angeles 4San Francisco 3

Pathstone advisors in California, A to Z

Search by name →

Pathstone advisors in every state →Pathstone: assets, clients and custodians →Advisor Moves: who changed firms this week →

Pathstone in other states

New Jersey 91Pennsylvania 23Colorado 16Washington 15Massachusetts 11Virginia 6New York 5Florida 4Georgia 4Maryland 4Texas 3

Questions

How many Pathstone financial advisors are in California?

6 investment adviser representatives are registered at Pathstone offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 193 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Pathstone have the most advisors?

Los Angeles, with 4, then San Francisco (3). Pathstone has advisors in 2 cities in California.

How do I check a Pathstone advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pathstone office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.