Tenaya
Harrison-Morelock
Pathstone
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About this Advisor
Tenaya Harrison-Morelock is a financial advisor based in Englewood, New Jersey, working with Pathstone. Tenaya has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Northstar Consultants, Bishop Veterinary Hospital, University Of Colorado - Cu Bookstore, University Of Colorado Boulder, Jp Morgan Chase Bank, Bishop Union High School, Crestone Asset Management LLC, and Pathstone. Tenaya has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Tenaya is part of Pathstone, which operates out of Englewood, New Jersey. The firm has 18 offices and 408 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Pathstone includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$48,258,140,483
408
25,825
$1,868,660
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
Tenaya Harrison-Morelock Work History
Pathstone
Crestone Asset Management LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Jp Morgan Chase Bank
Northstar Consultants
Bishop Veterinary Hospital
University Of Colorado - Cu Bookstore
University Of Colorado Boulder
Bishop Union High School
Disclosures
Please visit the SEC profile of Tenaya Harrison-Morelock 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
Boulder, CO
Englewood, NJ
Englewood, NJ
Seattle, WA
Potomac, MD
Boston, MA
Englewood, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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