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PATHWAY PARTNERS WEALTH ADVISORS, LLC
PATHWAY PARTNERS WEALTH ADVISORS, LLC
AMHERST, New York
·
4 registered advisors
·
CRD# 323507
SEC# 801-130336
1
716-929-6010
01
Firm Overview
AUM
$34M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PATHWAY PARTNERS WEALTH ADVISORS, LLC
4 registered advisors
Colin Jeremiah Healy
AMHERST, New York
CRD# 4672687
Gregg D Jensen
AMHERST, New York
CRD# 5201206
John Anthony Bruno Jr.
AMHERST, New York
CRD# 7713512
Raymond Bruno Joseph
AMHERST, New York
CRD# 7713511
05
Office Locations
AMHERST, New York
4 advisors
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Data sourced from SEC Form ADV filings. PATHWAY PARTNERS WEALTH ADVISORS, LLC (CRD# 323507) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.