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ROBYN P. MEYER SUPPLEMENTAL BROCHURE PART 2B
Pathmont Investment Management (CRD 299217), brochure dated March 4, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
Part 2B of Form ADV: Brochure Supplement
Robyn P Meyer (CRD #2638180)
PathMont LLC
2208 NW Market St., Suite 507
Seattle, WA 98107
Telephone: (206) 399-0454
Facsimile: (206) 327-9523
Email: robyn@pathmont.com
March 3, 2026
This brochure supplement provides information about IAR that supplements the
PathMont LLC brochure. You should have received a copy of that brochure. Please
contact the CCO if you did not receive the PathMont LLC brochure or if you have any
questions about the contents of this supplement.
Additional information about IAR is available on the SEC’s website at
www.adviserinfo.sec.gov.
Educational, Background and Business Experience
Full Legal: Robyn P Meyer
Born: 1973
Education
University of Vermont, Burlington, VT, Bachelor’s Degree Economics &
International Studies, 1995
Designations
Certified Fund Specialist, 1998
Education - CFS® candidates must complete a comprehensive advanced program designed to
educate the advisor on every aspect of modern portfolio theory (MPT), mutual funds, ETFs,
REITs, UITs, EANs, CEFs, asset rebalancing and taxation.
Experience - CFS® professionals must have a Bachelor’s degree or 2,000 hours of experience
completed in the financial services industry prior to completing the CFS® course. As a result,
CFS® practitioners possess extensive financial counseling skills in addition to portfolio
construction.
Ethics – All graduates must sign the IBF Code of Ethics and agree to adhere to the IBF
Standards of Practice, both of which place the client’s interest above those of the advisor and
parent company.
The CFS® advisor pledges to put your interests above all else, keeps abreast of industry
standards, new strategies and academic white papers. While conducting all activities with the
highest standards of integrity and honesty, CFS® advisors perform investment services in a
professional and economical manner offering advice only in areas of competence.
The CFS® marks are in compliance with FINRA and IBF.
Business Experience
PathMont LLC – Managing Director – December 2018 to present
KMS Financial Services, Inc. – Investment Advisor Representative -- 2015 to
2018
Bristlecone Advisors LLC – Principal – 2006 to 2015
Disciplinary Information
Robyn P Meyer has no reportable disciplinary history.
Other Business Activities
A. Investment-Related Activities
Robyn P Meyer is not engaged in any other investment-related
activities that provides substantial compensation or involves a
substantial amount of her time.
B. Non-Investment-Related Activities
Robyn P Meyer is not engaged in any other business or occupation
that provides substantial compensation or involves a substantial
amount of her time.
Additional Compensation
Robyn P Meyer does not receive any economic benefit from a non-advisory client
for the provision of advisory services.
Supervision
Robyn P Meyer is responsible for all supervision, formulation, and monitoring of
investment advice offered to clients. Robyn P Meyer can be reached at (206)
399-0454. Ms. Meyer reviews all employee personal securities transactions on a
quarterly basis, leads investment committee meetings, oversees all material
investment policy changes, and conducts periodic testing to ensure that client
objectives and mandates are being met.
Requirements for Registered Advisers
A. Additional Disciplinary History
Robyn P Meyer has no additional reportable disciplinary history.
B. Bankruptcy History
Robyn P Meyer has not been the subject of a bankruptcy petition.