Eric Michael Sassano
Investment adviser representative at Pathstone
12 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
12 years in the industry.
- PathstoneSep 2025 to now
- Aksia Ca LLCJun 2024 to Sep 2025
- ConsultingDec 2023 to Jun 2024
- Compound Advisers, Inc.Jun 2022 to Sep 2023
- The Caprock Group, IncJul 2021 to May 2022
- UnemployedFeb 2021 to Jul 2021
- Arcturus Uav, IncApr 2019 to Feb 2021
- Hall Capital Partners LLCJul 2014 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7415157
- Firm CRD
- 151736