Koleton Gruber

Current Employers

Pathstone

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-04-22

CO RA
APPROVED

Since 2024-04-22

Branch Locations

257 Fillmore St Suite 200, Denver, CO 80206 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Greenwood Village	CO	07/2015	10/2019
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	10/2019
Crestone Asset Management Llc	Boulder	CO	07/2020	12/2020
Crestone Asset Management Llc	Boulder	CO	12/2020	03/2024
Fidelity Investments	Denver	CO	10/2019	07/2020
Pathstone	Denver	CO	04/2024	Present

07/2015 → 10/2019

Fidelity Brokerage Services Llc

Greenwood Village, CO
07/2018 → 10/2019

Fidelity Personal And Workplace Advisors

Boston, MA
07/2020 → 12/2020

Crestone Asset Management Llc

Boulder, CO
12/2020 → 03/2024

Crestone Asset Management Llc

Boulder, CO
10/2019 → 07/2020

Fidelity Investments

Denver, CO
04/2024 → Present

Pathstone

Denver, CO

Previous Registrations

2021-01-21 → 2024-04-12

Crestone Asset Management Llc

Boulder, CO
2018-07-13 → 2019-10-29

Fidelity Personal And Workplace Advisors

Boston, MA
2016-10-18 → 2018-07-13

Strategic Advisers Llc

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-07
S63	Uniform Securities Agent State Law Examination	2015-12-28

S66 Uniform Combined State Law Examination

2016-10-07
S63 Uniform Securities Agent State Law Examination

2015-12-28

Other Names

Koleton Price Gruber

View on SEC IAPD