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Inactive

Gillian Craig

Pathstone

Englewood, NJ

Potomac, MD

CRD 8138626

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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
MD RA APPROVED 2025-08-01
  • MD RA
    APPROVED
    Since 2025-08-01

Branch Locations

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

12505 Park Potomac Ave Suite 400, Potomac, MD 20854 • 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 Potomac MD 05/2022 07/2023
Bessemer Trust Washington DC 06/2020 05/2022
Bessemer Trust Washington DC 03/2019 05/2020
Biophysical Society Rockville MD 01/2019 02/2019
University Of Maryland College Park MD 08/2014 12/2018
Pathstone Potomac MD 07/2023 07/2025
Pathstone Potomac MD 07/2025 Present
Corepower Yoga Arlington VA 02/2023 09/2023
Nordstrom Arlington MD 11/2020 01/2021
Cornerstone College Park MD 05/2017 04/2018
University Book Center College Park MD 08/2015 08/2017
  • 05/2022 → 07/2023
    Pathstone
    Potomac, MD
  • 06/2020 → 05/2022
    Bessemer Trust
    Washington, DC
  • 03/2019 → 05/2020
    Bessemer Trust
    Washington, DC
  • 01/2019 → 02/2019
    Biophysical Society
    Rockville, MD
  • 08/2014 → 12/2018
    University Of Maryland
    College Park, MD
  • 07/2023 → 07/2025
    Pathstone
    Potomac, MD
  • 07/2025 → Present
    Pathstone
    Potomac, MD
  • 02/2023 → 09/2023
    Corepower Yoga
    Arlington, VA
  • 11/2020 → 01/2021
    Nordstrom
    Arlington, MD
  • 05/2017 → 04/2018
    Cornerstone
    College Park, MD
  • 08/2015 → 08/2017
    University Book Center
    College Park, MD
Designations
  • Certified Financial Planner

View on SEC IAPD

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