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Kollin Schrenk

Investment Adviser Representative at Pathstone

Atlanta, GACRD #7417804Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kollin Schrenk is an investment adviser representative with Pathstone in Atlanta, GA, where they have been registered since 2024. They have worked in the securities industry since 2021 and were previously registered with Byron Financial, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia.

Office

3344 Peachtree Rd Ne, Suite 1550
Atlanta, GA 30326

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/19/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PathstoneCurrent
6/3/2024 – Atlanta, GA
Byron Financial, LLC
8/19/2021 – 3/1/2024Charlotte, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. College
    Aug 2014 – Jun 2019Charlotte, NC
  2. GreerWalker LLP
    Jul 2019 – Jun 2020Charlotte, NC
  3. Pesta Finnie & Associates LLP
    Jun 2020 – Jun 2021Charlotte, NC
  4. Bryon Financial, LLC
    Jun 2021 – Mar 2024Charlotte, NC
  5. Pathstone
    Mar 2024 – Jul 2025Atlanta, GA
  6. Pathstone
    Aug 2025 – no end date reportedAtlanta, GA

Official records & sources

Data as of August 9, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

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 profile

Other advisors at Pathstone

Showing 12 of 191 in the directory

View Pathstone firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kollin Schrenk 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kollin Schrenk (Pathstone) - Fees, Credentials & Background