Robert Martin Lazaroff

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

• 06/2004 → 09/2023
  Veritable, Lp
  Newtown Square, PA
• 09/2023 → Present
  Pathstone
  Newtown Square, PA

Previous Registrations

• 2016-08-10 → 2023-09-18
  Veritable Lp
  Newtown Square, PA

Other Businesses

?Name of the other business: Archean Capital Partners II, LLC covers Archean I and II onshore and offshore funds (the Archean funds platform) ?Whether the business is investment-related: Yes ?Address of the other business: 6022 West Chester Pike, Newtown Square, PA 19073 ?Nature of the other business: Private Equity Fund ?Your position, title, or relationship within the other business: Co-Investment Committee Member of Archean Capital Partners II, LLC ?Start date of your relationship: September 15, 2023 ?Approximate number of hours/month you devote to the other business: N/A ?Number of hours you devote to the other business during securities trading hours: N/A ?Briefly describe your duties relating to the other business: Co-manages the ongoing supervision of the investments and operations of the Archean Fund Platform as the fund's co-portfolio manager.

Designations

• Chartered Financial Analyst