Katelyn Marie Hart
Investment adviser representative at Pathstone
11 yearsExperience
1 stateRegistered in
CFADesignation
$110.3BFirm assets
Are you Katelyn Marie Hart? 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.
- PathstoneSep 2025 to now
- Jordan Park Group LLCJul 2020 to Aug 2025
- Brown Brothers HarrimanSep 2019 to May 2020
- Michaud CapitalApr 2018 to Aug 2019
- Wells Fargo Private BankMay 2015 to Mar 2018
Designations
- CFA
Exams passed
No exams in this record.
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
- 7657319
- Firm CRD
- 151736