Michelle Fran Zlotnik Epstein

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

• 05/2014 → 10/2016
  Convergent Wealth Advisors, Llc
  Potomac, MD
• 01/2020 → 07/2023
  Pathstone
  Potomac, MD
• 07/2023 → Present
  Pathstone
  Potomac, MD
• 11/2016 → 01/2020
  Pathstone
  Potomac, MD

Previous Registrations

• 2014-11-24 → 2016-10-31
  Convergent Wealth Advisors, Llc
  New York, NY
  California, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-24

Designations

• Certified Financial Planner

Other Names

• Michelle Frances Zlotnik
• Michelle F. Zlotnik
• Michelle F Zlotnik Epstein
• Michelle Frances Epstein