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Financial ADVSR advisor directory · SEC adviser records

Pathstone financial advisors in Newtown Square, PA

Every SEC-registered investment adviser representative at a Pathstone office in Newtown Square, A to Z.

15 registered advisors work at Pathstone in Newtown Square, out of 193 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Pathstone advisors in Newtown Square, A to Z

Every Pathstone advisor →

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

Pathstone advisors in other cities

Englewood, NJ 91Bellevue, WA 13Boston, MA 11Boulder, CO 11Conshohocken, PA 8Alexandria, VA 6Denver, CO 5New York, NY 5Atlanta, GA 4Los Angeles, CA 4Potomac, MD 4Austin, TX 3San Francisco, CA 3Winter Park, FL 3Providence, RI 2

Other firms in Newtown Square

All Newtown Square advisors →

MML Investors Services, LLC 152Morgan Stanley 29Logan Capital Management, Inc. 14Concentus Wealth Advisors 9Wells Fargo Clearing Services, LLC 8Almanack Investment Partners 7Newsquare Capital, LLC 6Alpha Architect 4Capital Analysts 4Etf Architect 3Lincoln Investment 3Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Pathstone have in Newtown Square?

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

Is Pathstone one of the largest advisor employers in Newtown Square?

Pathstone ranks number 3 in Newtown Square by registered advisors; MML Investors Services, LLC has the most, with 152.

How do I check a Pathstone advisor in Newtown Square?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.