Bryan George Digel

CFP

Pathstone

32 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Pathstone

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

146 advisors

Number of Clients

2,219 clients

Average Client Portfolio

$45.3M average

Assets Under Management

$100.4B

Fee Structure

Minimum Investment:$10M

Location

225 - 108th AVENUE NE, Bellevue, WA, 98004

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Pathstone

October 2020 - Present · 5 yrs 4 mos

Previous Registrations

Cornerstone Advisors INC

January 2018 - September 2020 · 2 yrs 8 mos

TD Ameritrade Investment Management, LLC

April 2006 - January 2018 · 11 yrs 9 mos

TD Ameritrade, INC.

June 2003 - January 2018 · 14 yrs 7 mos

TD Ameritrade, INC.Broker

March 1994 - January 2018 · 23 yrs 10 mos

First Associated Securities Group, INC.Broker

August 1993 - April 1994 · 8 mos

First Investors CorporationBroker

July 1993 - September 1993 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.