Alex James Stauffiger
Investment adviser representative at Pathway Partners Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$78.9MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Pathway Partners Wealth Advisors, LLCAug 2023 to now
- KeybankMay 2023 to Aug 2023
- Niagara UniversitySep 2020 to May 2024
- Butler's Wine & SpiritsAug 2020 to May 2023
- WegmansJan 2017 to May 2017
- Sweet Home Central SchoolsSep 2014 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Pathway Partners Wealth Advisors, LLC
$78.9MAssets managed
367Clients
6Advisers
2 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
- 7983344
- Firm CRD
- 323507