Robyn P. Meyer

Some features on this profile are disabled

CRD#: 2638180

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robyn Pomprowitz Meyer, who also goes by Robyn Lee Pomprowitz, was a registered financial professional .

Robyn is a previously registered financial professional and started their career in finance in 1995. Robyn had worked at 9 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Robyn Lee Pomprowitz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

***CUSTODIAN FOR NELSON MEYER - INVESTMENT RELATED - SAME ADDRESS - CUSTODIAN OF MINOR'S ACCOUNT - MARCH 2016 - 0 HRS/MO. ***CUSTODIAN FOR MARLEY MEYER - INVESTMENT RELATED - SAME ADDRESS - CUSTODIAN OF MINOR'S ACCOUNT - MARCH 2016 - 0 HRS/MO.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

December 14, 2018 - December 31, 2024

PATHMONT INVESTMENT MANAGEMENT

RIA

CRD#: 299217

SEATTLE, WA

Past

March 26, 2015 - December 17, 2018

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

Seattle, WA

Past

October 25, 2006 - March 26, 2015

BRISTLECONE ADVISORS LLC

RIA

CRD#: 109227

SEATTLE, WA

Past

October 23, 2003 - October 16, 2006

CORNERSTONE ADVISORS INC

RIA

CRD#: 110908

BELLEVUE, WA

Past

February 8, 2001 - April 15, 2003

KIBBLE & PRENTICE, INC.

RIA

CRD#: 110380

SEATTLE, WA

Past

January 5, 1999 - October 14, 1999

AON SECURITIES LLC

CRD#: 4138

CHICAGO, IL

Past

May 22, 1998 - June 24, 1999

AETNA FINANCIAL SERVICES, INC.

CRD#: 13255

HARTFORD, CT

Past

October 23, 1996 - June 24, 1999

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

December 22, 1995 - August 27, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PATHMONT INVESTMENT MANAGEMENT

PATHMONT INVESTMENT MANAGEMENT | PATHMONT, LLC

CRD#: 299217 / SEC#: 801-123634

RIA

Registered Investment Advisory firm - (4/7/2022 Approved)

Washington

Registered Investment Advisory firm - (11/27/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/30/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/10/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/21/1995

General Securities Representative Examination

Current Firm

PATHMONT INVESTMENT MANAGEMENT

PATHMONT INVESTMENT MANAGEMENT | PATHMONT, LLC

CRD#: 299217 / SEC#: 801-123634

RIA

Registered Investment Advisory firm - (4/7/2022 Approved)

Washington

Registered Investment Advisory firm - (11/27/2023 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2208 Nw Market St Suite 507, Seattle, WA 98107

Mailing Address

Phone number

(206) 399-0454

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PATHMONT INVESTMENT MANAGEMENT ADV PART 2A (3/20/2025)

ROBYN P. MEYER SUPPLEMENTAL BROCHURE PART 2B (3/20/2025)

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 157,450,577

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robyn P. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KMS FINANCIAL SERVICES, INC.

BRISTLECONE ADVISORS LLC

CORNERSTONE ADVISORS INC

KIBBLE & PRENTICE, INC.

AON SECURITIES LLC

AETNA FINANCIAL SERVICES, INC.

VOYA FINANCIAL PARTNERS, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

PATHMONT INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/2001

Series 63

Date: 1/10/1996

Series 7

Date: 12/21/1995

Current Firm

PATHMONT INVESTMENT MANAGEMENT

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATHMONT INVESTMENT MANAGEMENT

TRUST BUT VERIFY

Similar Advisors