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Financial ADVSR advisor directory · SEC adviser records

Pathstone financial advisors in New York

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

5 registered advisors work at Pathstone in New York, out of 183 nationwide; it's the firm's number 8 state by advisors, and the most are in New York (5). 0 list the CFP designation and 0 are also registered broker representatives.

Pathstone advisors by city in New York

Every firm in New York →

New York 5

Pathstone advisors in New York, 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

New Jersey 87Pennsylvania 19Colorado 17Washington 12Massachusetts 11California 6Florida 6Maryland 4Virginia 4Georgia 3Rhode Island 3Texas 3

Questions

How many Pathstone financial advisors are in New York?

5 investment adviser representatives are registered at Pathstone offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 183 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Pathstone have the most advisors?

New York, with 5. Pathstone has advisors in 1 city in New York.

How do I check a Pathstone advisor in New York?

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.