PATHWAY PARTNERS WEALTH ADVISORS, LLC

AMHERST, New York·4 registered advisors·CRD# 323507
SEC# 801-1303361716-929-6010
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 PlanningInvestment Management
04

Advisors at PATHWAY PARTNERS WEALTH ADVISORS, LLC

4 registered advisors
Colin Jeremiah Healy
AMHERST, New York
Gregg D Jensen
AMHERST, New York
John Anthony Bruno Jr.
AMHERST, New York
Raymond Bruno Joseph
AMHERST, New York
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.