Pathstone
Pathstone (CRD# 151736) is a financial advisory firm headquartered in Englewood, NJ. They manage $48,258,140,483 in 25,825 accounts and serve the financial needs of clients across 47 states (or territories).
-
Total Assets Under Management48,258MILLION
-
Total Number of Accounts25,825ACCOUNTS
-
Average Account Value$1,868,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Robert Lazaroff (CRD# 6679942) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Andrea Leech (CRD# 6005781) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has 1 year of experience in the finance industry.
Adam Lewis (CRD# 5451142) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 16 years of experience in the finance industry.
Eleanor Maguire (CRD# 4447685) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 22 years of experience in the finance industry.
Kelly Maregni (CRD# 6102165) is an Investment Advisor Representative working at Pathstone in Boston, MA and has 1 year of experience in the finance industry.
Craig Metrick (CRD# 6675172) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 7 years of experience in the finance industry.
Phillip Miller (CRD# 4855781) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 19 years of experience in the finance industry.
Jeffrey Morrison (CRD# 4505997) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 22 years of experience in the finance industry.
Kelwin Newman (CRD# 3079360) is an Investment Advisor Representative working at Pathstone in Boston, MA and has over 25 years of experience in the finance industry.
Paul Pascarella (CRD# 3260240) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 22 years of experience in the finance industry.