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).

By the Numbers
  • Total Assets Under Management
    24,836
    MILLION
  • Total Number of Accounts
    18,943
    ACCOUNTS
  • Average Account Value
    $1,311,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Pathstone
Showing 41 - 50 of 82 top financial advisors.
41
Andrea M. Leech
CRD#: 6005781
225 - 108th Avenue Ne, Suite 400, Bellevue, WA 98004

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.

42
Adam G. Lewis
CRD#: 5451142
10 Sterling Blvd, Suite 402, Englewood, NJ 07631

Adam Lewis (CRD# 5451142) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 16 years of experience in the finance industry.

43
Eleanor H. Maguire
CRD#: 4447685
10 Sterling Blvd, Suite 402, Englewood, NJ 07631

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.

44
Kelly Maregni
CRD#: 6102165
24 Federal Street, Boston, MA 02110

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.

45
Craig G. Metrick
CRD#: 6675172
10 Sterling Blvd, Suite 402, Englewood, NJ 07631

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.

46
Phillip H. Miller
CRD#: 4855781
10 Sterling Blvd, Suite 402, Englewood, NJ 07631

Phillip Miller (CRD# 4855781) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 19 years of experience in the finance industry.

47
Jeffrey A. Morrison
CRD#: 4505997
10 Sterling Blvd, Suite 402, Englewood, NJ 07631

Jeffrey Morrison (CRD# 4505997) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 21 years of experience in the finance industry.

48
Kelwin C. Newman
CRD#: 3079360
24 Federal Street, Boston, MA 02110

Kelwin Newman (CRD# 3079360) is an Investment Advisor Representative working at Pathstone in Boston, MA and has over 24 years of experience in the finance industry.

49
Paul R. Pascarella
CRD#: 3260240
6022 West Chester Pike, Newtown Square, PA 19073

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.

50
Mark N. Peters
CRD#: 2647989
24 Federal Street, Boston, MA 02110

Mark Peters (CRD# 2647989) is an Investment Advisor Representative working at Pathstone in Boston, MA and has 1 year of experience in the finance industry.

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