Financial ADVSR advisor directory · SEC adviser records
Pathstone financial advisors in Maryland
Every SEC-registered investment adviser representative at a Pathstone office in Maryland, by city and A to Z.
4 registered advisors work at Pathstone in Maryland, out of 183 nationwide; it's the firm's number 9 state by advisors, and the most are in Potomac (4). 1 list the CFP designation and 0 are also registered broker representatives.
Pathstone advisors by city in Maryland
Every firm in Maryland →Pathstone advisors in Maryland, A to Z
Search by name →- Nathan W. GuyPotomac
- Taraneh N. IzadiPotomac · Certified Financial Planner
- Allison W. KaplanPotomac
- Matthew A. LettingaPotomac · Chartered Financial Analyst
Pathstone advisors in every state →Pathstone: assets, clients and custodians →Advisor Moves: who changed firms this week →
Pathstone in other states
New Jersey 87Pennsylvania 19Colorado 17Washington 12Massachusetts 11California 6Florida 6New York 5Virginia 4Georgia 3Rhode Island 3Texas 3
Questions
How many Pathstone financial advisors are in Maryland?
4 investment adviser representatives are registered at Pathstone offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 183 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Maryland does Pathstone have the most advisors?
Potomac, with 4. Pathstone has advisors in 1 city in Maryland.
How do I check a Pathstone advisor in Maryland?
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.