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).
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Total Assets Under Management48,258MILLION
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Total Number of Accounts25,825ACCOUNTS
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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
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.
Sonia Peterson (CRD# 3092702) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 25 years of experience in the finance industry.
Susan Peterson (CRD# 1660090) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 36 years of experience in the finance industry.
Ari Pontz (CRD# 3101603) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has 1 year of experience in the finance industry.
Eric Price (CRD# 3116631) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 25 years of experience in the finance industry.
Brett Rubinson (CRD# 3276583) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 24 years of experience in the finance industry.
Jeffrey Scheer (CRD# 6958313) is an Investment Advisor Representative working at Pathstone in Boston, MA and has 1 year of experience in the finance industry.
Elizabeth Shea (CRD# 2443553) is an Investment Advisor Representative working at Pathstone in Boston, MA and has over 30 years of experience in the finance industry.
Matthew Sher (CRD# 4828775) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 19 years of experience in the finance industry.
Eric Shulenberger (CRD# 4817831) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 9 years of experience in the finance industry.