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Inactive

Katherine Elizabeth Lavin

Pathstone

Englewood, NJ

New York, NY

CRD 4563530

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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
NY RA APPROVED 2026-08-27
  • NY RA
    APPROVED
    Since 2026-08-27

Branch Locations

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

850 Third Avenue, New York, NY 10022 • 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
Hall Capital Partners New York NY 06/2010 12/2024
Pathstone New York NY 12/2024 Present
  • 06/2010 → 12/2024
    Hall Capital Partners
    New York, NY
  • 12/2024 → Present
    Pathstone
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-27
  • S65 Uniform Investment Adviser Law Examination
    2026-08-27
Other Names
  • Katherine Elizabeth Lavin
  • Kate Lavin

View on SEC IAPD

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