Morgan Virginia Thomas

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 09/2020
  Cornerstone Advisors, Inc.
  Bellevue, WA
• 10/2020 → 12/2021
  Pathstone
  Bellevue, WA
• 01/2022 → Present
  Pathstone
  Bellevue, WA

Previous Registrations

• 2016-03-08 → 2020-09-30
  Cornerstone Advisors Inc
  Bellevue, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-08
• S63 Uniform Securities Agent State Law Examination
  2012-04-23

Designations

• Certified Financial Planner

Other Names

• Morgan Whitney
• Morgan Virginia Whitney