Kelly
Maregni
Pathstone
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About this Advisor
Kelly Maregni is a certified financial planner based in Boston, Massachusetts, with a total of 7 years of industry experience. Maregni is an advisor for Pathstone. During their career, the advisor has held roles at Federal Street Advisors, Old North Advisors, Pathstone Federal Street and Pathstone. Maregni is approved to work in Massachusetts. Pathstone is an advisory business based out of Englewood, NJ. The investment advisory business has offices in 15 locations and a total of 297 advisors. It handles $25 billion in total assets across its 18,943 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 49 charitable organizations. Of its 18,943 customer accounts, 77% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on the type of services provided. Fees billed by Pathstone most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$24,835,859,938
297
18,943
$1,311,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Kelly Maregni Work History
Kelly has been registered as a financial advisor for 7 years.*
Pathstone
Pathstone
Pathstone Federal Street
Pathstone Federal Street
Old North Advisors
Federal Street Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Maregni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pathstone
Englewood, NJ
Bellevue, WA
Englewood, NJ
Seattle, WA
Winter Park, FL
Winter Park, FL
Englewood, NJ
Englewood, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
