Unclaimed Profile

John Robert Lapann

PATHSTONE FAMILY OFFICE, LLC·ENGLEWOOD, New Jersey

Series 7Clean record32 years registeredPATHSTONE FAMILY OFFICE, LLC

10 STERLING BLVD, ENGLEWOOD, NJ 07631CRD# 1034888Firm CRD# 151736

Profile Verification

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

Identity

John Robert Lapann · ENGLEWOOD, NJ

Registration

CRD #1034888 · PATHSTONE FAMILY OFFICE, LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATHSTONE FAMILY OFFICE, LLC

PATHSTONE

Jan 2016 – Jan 2022

Boston, MA

OLD NORTH ADVISORS, LLC

Mar 2005 – Dec 2009

BOSTON, MA

FEDERAL STREET ADVISORS INC

Apr 1994 – Dec 2015

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · April 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATHSTONE FAMILY OFFICE, LLC

CRD 151736 · SEC 801-70776

AUM

$48.3B

Regulatory assets under management

Employees

408

25,825 client accounts

Services offered by PATHSTONE FAMILY OFFICE, LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PATHSTONE FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does John Robert Lapann offer?

John Robert Lapann specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are John Robert Lapann's credentials?

John Robert Lapann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Robert Lapann located?

John Robert Lapann is based in ENGLEWOOD, New Jersey, last registered with PATHSTONE FAMILY OFFICE, LLC.

How does John Robert Lapann charge for services?

John Robert Lapann'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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