PERSONAL PATH FINANCIAL PLANNING

MACDONALD, MARY ROBEY

CRD 289380

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-30

Disciplinary history

Services

Financial planning

Official SEC filing: View on IAPD