Christine Haverly Basler
Investment adviser representative at Pathstone
11 yearsExperience
1 stateRegistered in
$110.3BFirm assets
16 yearsFirm in business
Are you Christine Haverly Basler? Claim your profile
Contact this firm
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.
- PathstoneApr 2024 to now
- Crestone Asset Management, LLCFeb 2022 to Mar 2024
- St. Louis Trust & Family OfficeOct 2017 to Feb 2022
- Washington UniversityJul 2017 to May 2018
- PricewaterhousecoopersSep 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7521515
- Firm CRD
- 151736