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Distance Only Englewood, NJ
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Pascal Brassey (CRD# 7653307) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Magno Davila-Arias (CRD# 6557475) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Englewood, NJ and has over 2 years of experience in the finance industry.
Brendan Devine (CRD# 6880893) is an Investment Advisor Representative working at Carret Asset Management, LLC in Englewood, NJ and has over 6 years of experience in the finance industry.
Jeffrey Durkin (CRD# 6721704) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 7 years of experience in the finance industry. Jeffrey Durkin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Adam Harrison (CRD# 7430012) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry. Adam Harrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Anna Johnson (CRD# 6384161) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 9 years of experience in the finance industry. Anna Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Austin Lynch (CRD# 6495272) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry. Austin Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aryeh Mentzel (CRD# 7448464) is an Investment Advisor Representative working at Mariner Independent in Englewood, NJ and has over 2 years of experience in the finance industry.
Nathan Newport (CRD# 4333777) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 23 years of experience in the finance industry.
Martisha Patterson (CRD# 7536320) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry. Martisha Patterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.