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Inactive

Elizabeth M Smoose

Pathstone

New York, NY

Englewood, NJ

CRD 4973108

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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
NY RA APPROVED 2026-05-13
  • NY RA
    APPROVED
    Since 2026-05-13

Branch Locations

850 Third Ave 19Th Floor, New York, NY 10022 • United States

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
Aj Wealth New York NY 05/2017 12/2019
Goldman Sachs New York NY 04/2015 05/2017
Aj Wealth New York NY 01/2020 06/2021
Svb Wealth Llc New York NY 06/2021 04/2023
The Cynosure Group Salt Lake City UT 05/2023 10/2025
Cynosure Portfolio Advisors Llc Salt Lake City UT 10/2025 04/2026
Pathstone New York NY 05/2026 Present
  • 05/2017 → 12/2019
    Aj Wealth
    New York, NY
  • 04/2015 → 05/2017
    Goldman Sachs
    New York, NY
  • 01/2020 → 06/2021
    Aj Wealth
    New York, NY
  • 06/2021 → 04/2023
    Svb Wealth Llc
    New York, NY
  • 05/2023 → 10/2025
    The Cynosure Group
    Salt Lake City, UT
  • 10/2025 → 04/2026
    Cynosure Portfolio Advisors Llc
    Salt Lake City, UT
  • 05/2026 → Present
    Pathstone
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-23
  • S66 Uniform Combined State Law Examination
    2010-08-23
Other Names
  • Liz Smoose
  • Elizabeth M. Smoose

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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