Kaili Chen
Investment adviser representative at Pathstone
10 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
10 years in the industry.
- PathstoneMar 2025 to now
- Trilogy FinancialDec 2024 to Feb 2025
- UnemployedJun 2024 to Dec 2024
- JP Morgan ChaseSep 2023 to Jun 2024
- NordstromJun 2023 to Sep 2023
- Trilogy FinancialJun 2022 to Sep 2022
- Cal Poly CorporationSep 2021 to Jun 2023
- California Polytechnic State UniversitySep 2020 to Jun 2024
- UnemployedJun 2020 to Sep 2020
- University High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7578931
- Firm CRD
- 151736