Martisha Patterson
Investment adviser representative at Pathstone
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$110.3BFirm assets
Are you Martisha Patterson? 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
27 years in the industry.
- PathstoneJan 2022 to now
- Peapack Private Wealth ManagementAug 2020 to Jan 2022
- BNY MellonJun 1999 to Aug 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7536320
- Firm CRD
- 151736