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Richard Marsh Lunsford

Pathstone

Englewood, NJ

Conshohocken, PA

CRD 3270507

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Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pathstone

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-03
  • PA RA
    APPROVED
    Since 2026-06-03

Branch Locations

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

Eight Tower Bridge 161 Washington Street Suite 1500, Conshohocken, PA 19428 • 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 10/2006 05/2026
Pathstone Conshohocken PA 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-19
S63 Uniform Securities Agent State Law Examination 1999-09-13
  • S65 Uniform Investment Adviser Law Examination
    2002-04-19
  • S63 Uniform Securities Agent State Law Examination
    1999-09-13
Designations
  • Certified Financial Planner
Other Names
  • Rich Lunsford

View on SEC IAPD

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