Sonia Florio Peterson
Investment adviser representative at Pathstone
22 yearsExperience
1 stateRegistered in
CFADesignation
$110.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- PathstoneSep 2023 to now
- Veritable, LPApr 2004 to Sep 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (PA).
Pathstone
Legal name: Pathstone Family Office, LLC
$110.3BAssets managed
2,244Clients
203Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3092702
- Firm CRD
- 151736