Benjamin Walter Sjosten
Investment adviser representative at Pathstone
10 yearsExperience
1 stateRegistered in
$110.3BFirm assets
16 yearsFirm in business
Are you Benjamin Walter Sjosten? 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
10 years in the industry.
- PathstoneOct 2023 to now
- Sei InvestmentsJun 2022 to Oct 2023
- Ursinus CollegeAug 2019 to May 2023
- Daniel Boon School DistrictJan 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7776782
- Firm CRD
- 151736