Martisha Patterson

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-05-17

NJ RA
APPROVED

Since 2022-05-17

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bny Mellon	New York	NY	06/1999	08/2020
Peapack Private Wealth Management	Morristown	NJ	08/2020	01/2022
Pathstone	Englewood	NJ	01/2022	Present

06/1999 → 08/2020

Bny Mellon

New York, NY
08/2020 → 01/2022

Peapack Private Wealth Management

Morristown, NJ
01/2022 → Present

Pathstone

Englewood, NJ

Designations

Certified Financial Planner

Other Names

Martisha N Patterson

View on SEC IAPD