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Financial ADVSR advisor directory · SEC adviser records

Pathstone financial advisors in New Jersey

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

87 registered advisors work at Pathstone in New Jersey, out of 193 nationwide; it's the firm's number 1 state by advisors, and the most are in Englewood (91). 0 list the CFP designation and 0 are also registered broker representatives.

Pathstone advisors by city in New Jersey

Every firm in New Jersey →

Englewood 91

Pathstone advisors in New Jersey, A to Z

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

Pathstone in other states

Pennsylvania 23Colorado 16Washington 15Massachusetts 11California 7Virginia 6New York 5Florida 4Georgia 4Maryland 4Texas 3

Questions

How many Pathstone financial advisors are in New Jersey?

87 investment adviser representatives are registered at Pathstone offices in New Jersey, 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 New Jersey does Pathstone have the most advisors?

Englewood, with 91. Pathstone has advisors in 1 city in New Jersey.

How do I check a Pathstone advisor in New Jersey?

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.