PATHWAY PARTNERS WEALTH ADVISORS, LLC of AMHERST, NY is an SEC-registered investment adviser (CRD 323507). Regulatory assets under management: $78.9M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Joseph Brian Bruno | DIRECTOR | McLean, VA |
| Colin Jeremiah Healy | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Raymond Bruno Joseph | DIRECTOR | — |
| John Anthony Bruno Jr. | COO, DIRECTOR | — |
| Gregg D Jensen | CHIEF COMPLIANCE OFFICER | — |
| BRUNO ROBERT ANTHONY | COO, DIRECTOR | — |
| HEALY COLIN JEREMIAH | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| JENSEN GREGG D | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |