Robyn C Varney
Investment adviser representative at Pathstone
19 yearsExperience
1 stateRegistered in
$110.3BFirm assets
16 yearsFirm in business
Are you Robyn C Varney? Claim your profile
Contact this firm
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
19 years in the industry.
- PathstoneFeb 2026 to now
- Morgan StanleyJan 2022 to Feb 2026
- Goldman Sachs & Co.Jan 2007 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5286478
- Firm CRD
- 151736