TrueAdvisor
TrueAdvisor
BS
BS

Benjamin Walter Sjosten

Pathstone
2 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

6022 West Chester Pike, Newtown Square, PA, 19073

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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 2023 - Present · 2 yrs 4 mos
Previous Registrations
Sei Investments Management CORP
August 2023 - October 2023 · 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.