Clayton John Cochran
Investment Adviser Representative at Pathstone
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Clayton John Cochran is an investment adviser representative with Pathstone in New York, NY, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 6 firms, including Cynosure Portfolio Advisors LLC and Cynosure Group, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AJ WealthNov 2015 – Dec 2019New York, NY
- AJ WealthJan 2020 – Jun 2022New York, NY
- SVB Wealth LLCJun 2022 – Apr 2023New York, NY
- The Cynosure GroupApr 2023 – Oct 2025Salt Lake City, UT
- Cynosure Portfolio Advisors LLCOct 2025 – Apr 2026Salt Lake City, UT
- PathstoneMay 2026 – no end date reportedNew York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pathstone
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $10,000,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 191
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Englewood, NJ
- SEC file number:
- 801-70776
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Pathstone
Showing 12 of 191 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Clayton John Cochran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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