Adam Geoffrey Lewis
Investment adviser representative at Pathstone
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- PathstoneOct 2020 to now
- Cornerstone Advisors IncJun 2019 to Sep 2020
- Cornerstone Advisors IncJan 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 5451142
- Firm CRD
- 151736