Ryan David Siegel

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	2022-10-11

NJ RA
APPROVED

Since 2022-10-11

Branch Locations

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

Organization	City	State	From	To
Pathstone	Englewood	NJ	07/2021	02/2023
Pathstone	Englewood	NJ	12/2020	07/2021
Pathstone	Englewood	NJ	01/2020	12/2020
Pathstone	Englewood	NJ	05/2018	01/2020
Stevenson University	Owings Mills	MD	08/2016	12/2019
Jimmy Johns	Owings Mills	MD	09/2017	12/2017
Villa Vito	Westfield	NJ	05/2017	07/2017
Pathstone	Englewood	NJ	02/2023	Present

07/2021 → 02/2023

Pathstone

Englewood, NJ
12/2020 → 07/2021

Pathstone

Englewood, NJ
01/2020 → 12/2020

Pathstone

Englewood, NJ
05/2018 → 01/2020

Pathstone

Englewood, NJ
08/2016 → 12/2019

Stevenson University

Owings Mills, MD
09/2017 → 12/2017

Jimmy Johns

Owings Mills, MD
05/2017 → 07/2017

Villa Vito

Westfield, NJ
02/2023 → Present

Pathstone

Englewood, NJ

Other Businesses

108 THORNE STREET CONDO ASSOCIATION; NON INVESTMENT RELATED; 108 THORNE STREET, JERSEY CITY, NJ 07307; SUPER OF CONDO BUILDING; 07/2021; 12 HOURS/MONTH; 0 HOURS DURING TRADING; GENERAL MAINTENANCE AND CUSTODIAL DUTIES

Designations

Certified Financial Planner

View on SEC IAPD