linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Hayes Stephenson

Pathstone

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric Hayes Stephenson

Eric Stephenson is an Investment Advisor Representative at Pathstone. Eric has a Series 65 license and has been in the industry since 2014. Eric specializes in providing investment advice to high net worth individuals, families, and institutions. In addition to portfolio management, Eric also offers financial planning, philanthropic advisory, and other family office services. Eric is a Certified Financial Planner and holds a number of other designations. Eric is currently registered in California, Texas, and New York.

Firm Information

Eric Stephenson is currently registered with Pathstone. Pathstone is a registered investment advisor with offices in ENGLEWOOD, NJ. The firm manages over $48 billion in assets and provides a variety of investment services to clients including financial planning, portfolio management, and family office services. Pathstone has a broad client base including individuals, corporations, investment companies, and charitable organizations.
Pathstone

10 STERLING BLVD

ENGLEWOOD, NJ 07631

$48.26B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory

Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Stephenson’s Registration & Firm History

NJ

11/04/2024 - Present

Pathstone (ENGLEWOOD NJ)

Not sure if Eric Hayes Stephenson is right for you?

Licenses & Designations

IA

Issued 04/11/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Hayes Stephenson.
Not sure if Eric Hayes Stephenson is right for you?