Pathstone
Pathstone (CRD# 151736) is a financial advisory firm headquartered in Englewood, NJ. They manage $24,835,859,938 in 18,943 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management24,836MILLION
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Total Number of Accounts18,943ACCOUNTS
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Average Account Value$1,311,084
- 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, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
Rachel Alleman (CRD# 5470366) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 15 years of experience in the finance industry. Rachel Alleman 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.
Andrew Ayres (CRD# 4692425) is an Investment Advisor Representative working at Pathstone in Potomac, MD and has over 13 years of experience in the finance industry.
William Bagnard (CRD# 5806886) is an Investment Advisor Representative working at Pathstone in Los Angeles, CA and has over 8 years of experience in the finance industry.
Joseph Balducci (CRD# 4257452) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 21 years of experience in the finance industry. Joseph Balducci 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.
Rachele Bouchand (CRD# 2951322) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 25 years of experience in the finance industry. Rachele Bouchand 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.
Carly Bradshaw (CRD# 6878915) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 6 years of experience in the finance industry. Carly Bradshaw 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.
Janet Brantley (CRD# 5107198) is an Investment Advisor Representative working at Pathstone in Atlanta, GA and has 1 year of experience in the finance industry.
Steven Braverman (CRD# 1172475) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 18 years of experience in the finance industry.
Blaire Busto (CRD# 6878912) is an Investment Advisor Representative working at Pathstone in Seattle, WA and has over 7 years of experience in the finance industry. Blaire Busto 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.
Michael Cafarchia (CRD# 5690701) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 12 years of experience in the finance industry. Michael Cafarchia 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.