Pathwise (CRD# 174215) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $52,700,000 in 313 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management53MILLION
Total Number of Accounts313ACCOUNTS
Average Account Value$168,371
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Arek Puzia (CRD# 5706618) is an Investment Advisor Representative working at Pathwise in Pleasant Hill, CA and has over 6 years of experience in the finance industry. Arek Puzia 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.
Ryan Wells (CRD# 4568402) is an Investment Advisor Representative working at Pathwise in Pleasant Hill, CA and has over 15 years of experience in the finance industry.