Michael Aaron Stolper

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
PA	RA	APPROVED	2023-11-10

PA RA
APPROVED

Since 2023-11-10

Branch Locations

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

6022 West Chester Pike, Newtown Square, PA 19073 • 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
Veritable, Lp	Newtown Square	PA	04/2004	09/2023
Pathstone	Newtown Square	PA	09/2023	Present

04/2004 → 09/2023

Veritable, Lp

Newtown Square, PA
09/2023 → Present

Pathstone

Newtown Square, PA

Previous Registrations

2004-03-19 → 2023-09-18

Veritable Lp

Edgemont, PA

Other Businesses

Dreamhouse, Inc. is located at 1125 South Leopard Rd, Berwyn, PA 19312. This is a construction management and general contracting business started in 1992, and my role is President. I devote approximately 0.25 hours per month, including during securities trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-12-29
S65	Uniform Investment Adviser Law Examination	1993-04-21

S63 Uniform Securities Agent State Law Examination

1998-12-29
S65 Uniform Investment Adviser Law Examination

1993-04-21

View on SEC IAPD