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Clayton John Cochran

Pathstone

New York, NY

Englewood, NJ

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Current Employers
Pathstone

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-13
  • NY RA
    APPROVED
    Since 2026-05-13

Branch Locations

850 Third Ave 19Th Floor, New York, NY 10022 • 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
Aj Wealth New York NY 11/2015 12/2019
Aj Wealth New York NY 01/2020 06/2022
Svb Wealth Llc New York NY 06/2022 04/2023
The Cynosure Group Salt Lake City UT 04/2023 10/2025
Cynosure Portfolio Advisors Llc Salt Lake City UT 10/2025 04/2026
Pathstone New York NY 05/2026 Present
  • 11/2015 → 12/2019
    Aj Wealth
    New York, NY
  • 01/2020 → 06/2022
    Aj Wealth
    New York, NY
  • 06/2022 → 04/2023
    Svb Wealth Llc
    New York, NY
  • 04/2023 → 10/2025
    The Cynosure Group
    Salt Lake City, UT
  • 10/2025 → 04/2026
    Cynosure Portfolio Advisors Llc
    Salt Lake City, UT
  • 05/2026 → Present
    Pathstone
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-11-17
S65 Uniform Investment Adviser Law Examination 2009-08-10
  • S63 Uniform Securities Agent State Law Examination
    2010-11-17
  • S65 Uniform Investment Adviser Law Examination
    2009-08-10
Designations
Other Names
  • Clay Cochran

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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