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Katheryn Elmer Gerowski

Pathstone

Englewood, NJ

CRD 7032775

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-11-09
  • NJ RA
    APPROVED
    Since 2018-11-09

Branch Locations

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
Pathstone Englewood NJ 06/2012 07/2022
Pathstone Englewood NJ 07/2022 Present
Designations
  • Certified Financial Planner
Other Names
  • Kayly Elmer
  • Katheryn Mccauley Elmer

View on SEC IAPD

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