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Haley Reutimann Estenson

Pathstone

Bellevue, WA

Englewood, NJ

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Current Employers
Pathstone

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-10-15
  • WA RA
    APPROVED
    Since 2020-10-15

Branch Locations

225 - 108Th Avenue Ne Suite 400, Bellevue, WA 98004 • United States

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
OrganizationCityStateFromTo
Snw Asset Management, Llc Seattle WA 08/2016 10/2019
Cornerstone Advisors, Inc. Bellevue WA 10/2019 09/2020
Pathstone Bellevue WA 10/2020 12/2021
Pathstone Bellevue WA 12/2021 07/2024
Pathstone Bellevue WA 07/2024 Present
  • 08/2016 → 10/2019
    Snw Asset Management, Llc
    Seattle, WA
  • 10/2019 → 09/2020
    Cornerstone Advisors, Inc.
    Bellevue, WA
  • 10/2020 → 12/2021
    Pathstone
    Bellevue, WA
  • 12/2021 → 07/2024
    Pathstone
    Bellevue, WA
  • 07/2024 → Present
    Pathstone
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-07
  • S65 Uniform Investment Adviser Law Examination
    2016-12-07
Designations
Other Names
  • Haley Anne Reutimann
  • Haley Reutimann

View on SEC IAPD

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Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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