Home
›
Firms
›
PATHFINDER WEALTH ADVISORS LLC
PATHFINDER WEALTH ADVISORS LLC
MAYFIELD HEIGHTS, Ohio
·
3 registered advisors
·
CRD# 173676
SEC# 801-119941
0
216-533-0463
01
Firm Overview
AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at PATHFINDER WEALTH ADVISORS LLC
3 registered advisors
Josephine Laspina Trotta
MAYFIELD HEIGHTS, Ohio
CRD# 4371755
Leona Mary Mccandless
INDEPENDENCE, Ohio
CRD# 7397153
Mark Joseph Mccandless
INDEPENDENCE, Ohio
CRD# 3119380
05
Office Locations
INDEPENDENCE, Ohio
2 advisors
MAYFIELD HEIGHTS, Ohio
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. PATHFINDER WEALTH ADVISORS LLC (CRD# 173676) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.