Best Investors Account Sign in
Inactive

Brian Andrew Maxwell

Pathstone

Conshohocken, PA

Englewood, NJ

Claim This Profile
Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-05
  • PA RA
    APPROVED
    Since 2026-06-05

Branch Locations

Eight Tower Bridge 161 Washington Street Suite 1500, Conshohocken, PA 19428 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mill Creek Capital Advisors, Llc Conshohocken PA 01/2011 05/2026
Pathstone Conshohocken PA 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-27
S65 Uniform Investment Adviser Law Examination 1994-06-29
S63 Uniform Securities Agent State Law Examination 1988-08-25
  • S66 Uniform Combined State Law Examination
    2000-09-27
  • S65 Uniform Investment Adviser Law Examination
    1994-06-29
  • S63 Uniform Securities Agent State Law Examination
    1988-08-25
Designations

View on SEC IAPD

More in Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor