Craig Gary Metrick

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
CO	RA	APPROVED	2021-03-25

CO RA
APPROVED

Since 2021-03-25

Branch Locations

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

255 Fillmore Street Suite 600, Denver, CO 80206 • 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 Capital Group	Denver	CO	10/2014	03/2021
Pathstone	Denver	CO	03/2021	Present

10/2014 → 03/2021

Cornerstone Capital Group

Denver, CO
03/2021 → Present

Pathstone

Denver, CO

Previous Registrations

2016-09-23 → 2021-03-05

Cornerstone Capital Inc.

Denver, CO

Other Businesses

WORKLIFE PARTNERSHIP, NON INVESTMENT RELATED, 3513 BRIGHTON BLVD, DENVER, CO 80216; NON-PROFIT FOR EMPLOYEE SUCCESS AND BUSINESS GROWTH; BOARD DIRECTOR AND SECRETARY; JANUARY 1, 2020; 1.5 HRS/MONTH; 1 HR DURING TRADING; PREPARE FOR AND ATTEND BOARD MEETINGS AND STRATEGY SESSIONS, PROVIDE STRATEGIC ADVICE, REVIEW MINUTES AND ACTION ITEMS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-09-23

S65 Uniform Investment Adviser Law Examination

2016-09-23

Other Names

Craig Metrick

View on SEC IAPD