Role at Pathstone Family Office
- Title on Schedule A
- Chief Compliance Officer
- Control
- Bliss Bernal is a control person of Pathstone Family Office.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Bliss Bernal has held the filed role since January 2025.
The firm
Form ADV filed 31 March 2026
Career on record
Bliss Bernal has been registered through Pathstone Family Office since May 2024, and before that through Crestone Asset Management LLC.
- Crestone Asset Management LLC– · 4 yearsBoulder, CO · Adviser representative · Firm CRD 108581
- Passed SIE and Series 65 · 2020
Registrations and exams
Bliss Bernal has a current investment-adviser registration in Colorado and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Colorado | Investment adviser representative | Approved | 17 May 2024 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2020 |
| SIE | Securities Industry Essentials Examination | 11 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
Individual record
- Full name
- Bliss Margaret Bernal
- CRD
- 5890106
- Registration status
- Investment adviser registration
- Office
- 1048 Pearl St, Suite 450, Boulder, CO 80302
- Firm bio
- pathstone.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Pathstone identifies Bliss Bernal as chief compliance officer. Official Pathstone biography
Education
- BA in International Studies, concentration in East Asian studies, Colby CollegeOfficial Pathstone biography
Common questions
Where does Bliss Bernal work?
Bliss Bernal has been Chief Compliance Officer of Pathstone Family Office, LLC since January 2025, and is a control person of the firm.
Is Bliss Bernal a financial advisor?
Yes. Bliss Bernal has a current investment-adviser registration in Colorado, through Pathstone Family Office since May 2024, as of 18 October 2026.
How many years of experience does Bliss Bernal have?
Bliss Bernal has worked in the financial industry for 6 years as of 18 October 2026, counted from 1 September 2020, across 2 adviser firms.
What exams has Bliss Bernal passed?
Bliss Bernal has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2020.
Where did Bliss Bernal work before Pathstone Family Office?
Before Pathstone Family Office, Bliss Bernal was registered through Crestone Asset Management LLC, August 2020 to May 2024.
Where is Bliss Bernal based?
Bliss Bernal’s registered office is in Boulder, CO.
Leadership at Pathstone Family Office
- Matthew FleissigChief Executive Officer
- Kelly MaregniPresident
- Michelle JohnstonChief Financial Officer
- Steven BravermanCo-Chairman
- Charles KeatesGeneral Counsel
- Allan ZachariahCo- Chairman