Pathfinder Wealth Advisors LLC

Pathfinder Wealth Advisors LLC (CRD# 173676) is a financial advisory firm headquartered in Broadview Heights, OH. They manage $47,864,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $1,293,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Pathfinder Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark J. McCandless
CRD#: 3119380
6100 Oak Tree Blvd., Suite 200, Broadview Heights, OH 44147
96
Wealthminder
score

Mark McCandless (CRD# 3119380) is an Investment Advisor Representative working at Pathfinder Wealth Advisors LLC in Broadview Heights, OH and has over 18 years of experience in the finance industry. Mark McCandless 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.

2
Josephine L. Trotta
CRD#: 4371755
6100 Oak Tree Blvd., Suite 200, Independence, OH 44131
93
Wealthminder
score

Josephine Trotta (CRD# 4371755) is an Investment Advisor Representative working at Pathfinder Wealth Advisors LLC in Independence, OH and has over 15 years of experience in the finance industry.

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