Viren Kamdar

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

Authority	Category	Status	Date
WA	RA	APPROVED	2020-10-22

WA RA
APPROVED

Since 2020-10-22

Branch Locations

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

225 - 108Th Avenue Ne Suite 400, Bellevue, WA 98004 • 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

Organization	City	State	From	To
Cornerstone Advisors, Inc.	Bellevue	WA	08/2016	09/2020
Pathstone	Bellevue	WA	10/2020	Present

08/2016 → 09/2020

Cornerstone Advisors, Inc.

Bellevue, WA
10/2020 → Present

Pathstone

Bellevue, WA

Previous Registrations

2016-08-12 → 2020-09-30

Cornerstone Advisors Inc

Bellevue, WA
2007-08-30 → 2012-05-23

Citigroup Global Markets Inc.

Seattle, WA

Seattle, WA

Seattle, WA

Other Businesses

ENTITY NAME:RAJA INVESTMENTS INVESTMENT RELATED: YES ADDRESS: 8827 NE 36TH ST, BELLEVUE WA, 98004 NATURE OF BUSINESS: A FAMILY LLC TO INVEST IN AN EARLY STAGE PRIVATE COMPANY. POSITION/TITLE/RELATIONSHIP: PARTIAL OWNER (12.5%) START DATE: 11/15/2013 APPROXIMATE # OF HOURS/MONTH:0 APPROXIMATE # OF HOURS DURING SECURITIES TRADING HOURS: 0 BREIFLY DESCRIBE DUTIES: NONE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-22

S66 Uniform Combined State Law Examination

2007-08-22

Designations

Certified Financial Planner

View on SEC IAPD