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Inactive

Maria Lim

Pathstone

Englewood, NJ

San Francisco, CA

CRD 8331199

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-19
  • CA RA
    APPROVED
    Since 2026-08-19

Branch Locations

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

One Maritime Plaza Suite 650, San Francisco, CA 94111 • 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
Pathstone San Francisco CA 12/2024 Present
Hall Capital Partners San Francisco CA 07/2018 12/2024
Boston University Boston MA 01/2015 06/2018
  • 12/2024 → Present
    Pathstone
    San Francisco, CA
  • 07/2018 → 12/2024
    Hall Capital Partners
    San Francisco, CA
  • 01/2015 → 06/2018
    Boston University
    Boston, MA
Designations
  • Certified Financial Planner

View on SEC IAPD

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