Financial ADVSR advisor directory · SEC adviser records
Pathstone financial advisors in Washington
Every SEC-registered investment adviser representative at a Pathstone office in Washington, by city and A to Z.
The short answer
14 registered advisors work at Pathstone in Washington, out of 183 nationwide; it's the firm's number 4 state by advisors, and the most are in Bellevue (11). 11 list the CFP designation and 0 are also registered broker representatives.
Pathstone advisors by city in Washington
Every firm in Washington →Pathstone advisors in Washington, A to Z
Search by name →- Rachel D. AllemanBellevue · Certified Financial Planner
- Carly B. BradshawBellevue · Certified Financial Planner
- Blaire B. BustoSeattle · Certified Financial Planner
- Steven A. DeluciaBellevue · Certified Financial Planner, Chartered Financial Analyst
- Bryan G. DigelBellevue · Certified Financial Planner
- Kyle T. KingshottBellevue · Certified Financial Planner
- Andrea M. LeechBellevue · Certified Financial Planner
- Adam G. LewisBellevue · Certified Financial Planner
- Bryce A. McDonaldBellevue
- Mackenzie G. MillerBellevue
- Phillip H. Miller Jr.Bellevue · Certified Financial Planner
- Jesse L. ThomasSeattle · Certified Financial Planner
- Akhil VenkateshBellevue · Chartered Financial Analyst
- Cole A. WaltonBellevue · Certified Financial Planner
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Pathstone in other states
New Jersey 87Pennsylvania 19Colorado 17Massachusetts 11California 6Florida 6New York 5Maryland 4Virginia 4Georgia 3Rhode Island 3Texas 3
Questions
How many Pathstone financial advisors are in Washington?
14 investment adviser representatives are registered at Pathstone offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 183 at the firm nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Pathstone have the most advisors?
Bellevue, with 11, then Seattle (1). Pathstone has advisors in 2 cities in Washington.
How do I check a Pathstone advisor in Washington?
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.