TrueAdvisor
TrueAdvisor
AJ
CFP
AJ
CFP

Anna Christine Johnson

Pathstone
6 Years of Experience
View SEC Summary
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

10 Sterling Blvd, Suite 402, Englewood, NJ, 07631

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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.

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Employment History
Current Registrations
Pathstone
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Cornerstone Advisors INC
November 2019 - September 2020 · 10 mos
Laird Norton Wealth Management
August 2014 - October 2014 · 2 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.