This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PATHSTONE

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 29, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S65

First exam

Nov 29, 1996

First registration

Jan 19, 1999

Dual registered

no

Other names

Scott Joseph Macaione

IAPD individual key

2814678

• Occurred

  May 24, 2022
  Advisor changed firm

  Scott J Macaione left Eaton Vance Wateroak Advisors for Pathstone (registered 2022-06-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0900d2e9-d9b3-71d6-37e0-07e7bdbf192a

First observed

Jan 19, 1999

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.