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RIA / WealthAdvisorCertified Financial Planner14 years in industry

KELLY JEAN MAREGNI

Advisor at PATHSTONE

ENGLEWOOD, NJ | Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8792a92a-965d-5bd0-5332-336d89d96cef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Aug 7, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Kelly Maregni

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Kelly Maregni

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 7, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Aug 7, 2012
Dual registered: no
Other names: KELLY OUTHOUSE|KELLY MAREGNI
IAPD individual key: 6102165

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Pathstone	Independent wealth	Jan 20, 2016	n/a	yes	Boston, MA\|ENGLEWOOD, NJ	Current employment
OLD NORTH ADVISORS, LLC	Former SEC adviser	Aug 7, 2012	Dec 31, 2015	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OLD NORTH ADVISORS, LLC	Pathstone	Dec 31, 2015	Jan 20, 2016	20	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
132848:151736:MA:2015-12-31	Dec 31, 2015	Jan 20, 2016	BOSTON, MA	Firm change

Relationships

Registered with (2)

→ PATHSTONERegistered adviserregistration: current employment
Jan 20, 2016 to presentfactForm ADV
→ OLD NORTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 7, 2012 to Dec 31, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8792a92a-965d-5bd0-5332-336d89d96cef
First observed: Aug 7, 2012
Last observed: Sep 14, 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.

KELLY JEAN MAREGNI

Advisor at PATHSTONE

ENGLEWOOD, NJ | Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8792a92a-965d-5bd0-5332-336d89d96cef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pathstone

Independent wealth

Jan 20, 2016

n/a

yes

Boston, MA|ENGLEWOOD, NJ

Current employment

OLD NORTH ADVISORS, LLC

Former SEC adviser

Aug 7, 2012

Dec 31, 2015

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

OLD NORTH ADVISORS, LLC

Pathstone

Dec 31, 2015

Jan 20, 2016

Firm change

Other

Team

Left

Joined

From

Kind

132848:151736:MA:2015-12-31

Dec 31, 2015

Jan 20, 2016

BOSTON, MA

Firm change