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Financial ADVSR advisor directory · SEC adviser records

Pathstone financial advisors in Austin, TX

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

3 registered advisors work at Pathstone in Austin, out of 193 at the firm nationwide; it ranks number 137 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Pathstone advisors in Austin, 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 91Newtown Square, PA 15Bellevue, WA 13Boston, MA 11Boulder, CO 11Conshohocken, PA 8Alexandria, VA 6Denver, CO 5New York, NY 5Atlanta, GA 4Los Angeles, CA 4Potomac, MD 4San Francisco, CA 3Winter Park, FL 3Providence, RI 2

Other firms in Austin

All Austin advisors →

Kestra Advisory Services, LLC 452Dimensional Fund Advisors LP 221Charles Schwab & Co., Inc. 208Merrill Lynch, Pierce, Fenner & Smith Incorporated 129J.P. Morgan Securities LLC 118LPL Financial LLC 116Morgan Stanley 11049 Financial 99Wells Fargo Clearing Services, LLC 99Strategic Advisers LLC 89Edward Jones 77Kestra Private Wealth Services, LLC 77

Questions

How many financial advisors does Pathstone have in Austin?

3 investment adviser representatives are registered at Pathstone offices in Austin, Texas, 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 Austin?

Pathstone ranks number 137 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 452.

How do I check a Pathstone advisor in Austin?

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.