Mackenzie Grace Miller
Investment adviser representative at Pathstone
20 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
20 years in the industry.
- PathstoneOct 2024 to now
- Da DavidsonJul 2023 to Sep 2024
- Santa Clara UniversitySep 2022 to Jun 2023
- Northwestern MutualJun 2022 to Aug 2022
- Santa Clara UniversitySep 2021 to Jun 2022
- American Business BankJun 2021 to Aug 2021
- Mendocino FarmsSep 2020 to Jan 2021
- Santa Clara UniversityJul 2019 to Jun 2021
- Glassy BabyJan 2019 to May 2019
- Bellevue School DistrictSep 2006 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7512177
- Firm CRD
- 151736