Elizabeth M Smoose
Investment adviser representative at Pathstone
11 yearsExperience
1 stateRegistered in
$110.3BFirm assets
16 yearsFirm in business
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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
11 years in the industry.
- PathstoneMay 2026 to now
- Cynosure Portfolio Advisors LLCOct 2025 to Apr 2026
- The Cynosure GroupMay 2023 to Oct 2025
- Svb Wealth LLCJun 2021 to Apr 2023
- Aj WealthJan 2020 to Jun 2021
- Aj WealthMay 2017 to Dec 2019
- Goldman SachsApr 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4973108
- Firm CRD
- 151736