Unclaimed Profile

Charles Paxson Keates

PATHSTONE FAMILY OFFICE, LLC·ENGLEWOOD, New Jersey

Clean recordPATHSTONE FAMILY OFFICE, LLC

10 STERLING BLVD, ENGLEWOOD, NJ 07631CRD# 4478687Firm CRD# 151736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Paxson Keates · ENGLEWOOD, NJ

Registration

CRD #4478687 · PATHSTONE FAMILY OFFICE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Paxson Keates is a registered financial advisor based in ENGLEWOOD, New Jersey, affiliated with PATHSTONE FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PATHSTONE FAMILY OFFICE, LLC

PATHSTONE

AUM

$48.3B

Regulatory assets under management

Employees

408

Total firm employees

View all advisors at PATHSTONE FAMILY OFFICE, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4478687

Firm CRD# 151736

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Paxson Keates offer?

Charles Paxson Keates specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ENGLEWOOD, New Jersey for a consultation.

What are Charles Paxson Keates's credentials?

Charles Paxson Keates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Paxson Keates located?

Charles Paxson Keates is based in ENGLEWOOD, New Jersey, working with PATHSTONE FAMILY OFFICE, LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Charles Paxson Keates charge for services?

Charles Paxson Keates's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATHSTONE FAMILY OFFICE, LLC?

PATHSTONE FAMILY OFFICE, LLC has approximately 408 employees and manages $48.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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