Maria Elizabeth Zesbaugh

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

• 06/2021 → 03/2024
  Crestone Asset Management Llc
  Boulder, CO
• 05/2020 → 05/2021
  Stepstone Group Llc
  La Jolla, CA
• 09/2017 → 05/2021
  Student
  San Diego, CA
• 06/2019 → 08/2019
  Sps Commerce
  Minneapolis, MN
• 05/2012 → 05/2017
  Student
  St. Paul, MN
• 05/2017 → 09/2017
  Sierra Trading Post
  Eagan, MN
• 04/2024 → 07/2025
  Pathstone
  Boulder, CO
• 08/2025 → Present
  Pathstone
  Boulder, CO

Previous Registrations

• 2023-08-07 → 2024-04-15
  Crestone Asset Management Llc
  Boulder, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-07