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Inactive

Christine Haverly Basler

Pathstone

Boulder, CO

Englewood, NJ

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Current Employers
Pathstone

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-04-21
  • CO RA
    APPROVED
    Since 2024-04-21

Branch Locations

1048 Pearl St Suite 450, Boulder, CO 80302 • 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
Crestone Asset Management, Llc Boulder CO 02/2022 03/2024
St. Louis Trust & Family Office St. Louis MO 10/2017 02/2022
Washington University St. Louis MO 07/2017 05/2018
Pricewaterhousecoopers Boston MA 09/2015 07/2017
Pathstone Boulder CO 04/2024 Present
  • 02/2022 → 03/2024
    Crestone Asset Management, Llc
    Boulder, CO
  • 10/2017 → 02/2022
    St. Louis Trust & Family Office
    St. Louis, MO
  • 07/2017 → 05/2018
    Washington University
    St. Louis, MO
  • 09/2015 → 07/2017
    Pricewaterhousecoopers
    Boston, MA
  • 04/2024 → Present
    Pathstone
    Boulder, CO
Previous Registrations
  • 2022-04-06 → 2024-04-15
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-06
  • S65 Uniform Investment Adviser Law Examination
    2022-04-06

View on SEC IAPD

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