Brennan C Mccormack
Investment adviser representative at Pathstone
12 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
12 years in the industry.
- PathstoneAug 2025 to now
- PathstoneApr 2024 to Jul 2025
- Crestone Asset Management, LLCOct 2023 to Mar 2024
- Swan Global Investments, LLCJun 2023 to Sep 2023
- Goldman Sachs & Co. LLCJan 2021 to Jun 2023
- The Ayco Company, L.p./mercer AlliedAug 2018 to Jan 2021
- UnemployedMay 2018 to Aug 2018
- Dicks Sporting GoodsNov 2016 to Apr 2017
- Ithaca CollegeAug 2014 to May 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7004969
- Firm CRD
- 151736