Stephen Andrew Doster
Investment adviser representative at Pathview Wealth Advisors
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$583MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Pathview Wealth AdvisorsJun 2024 to now
- Rowling & Associates LLCSep 2014 to Jun 2024
- Doster Financial PlanningOct 2009 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pathview Wealth Advisors
Legal name: Rowling & Associates LLC
$583MAssets managed
362Clients
6Advisers
6 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
- 5693487
- Firm CRD
- 308292