Advisor at Pathstone
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Firm
Pathstone
Location
Boulder, CO 80302
Credentials
CFP®, Series 63, Series 65
Industry experience
6 years
Tenaya Harrison Morelock is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Pathstone. Her prior roles include positions at Crestone Asset Management LLC and JPMorgan Securities LLC. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, providing multi-asset investment management, manager sourcing, and portfolio construction. The firm combines advisory services with family-office offerings, including in-house accounting and affiliated trust companies.
Based on Pathstone
Based on Pathstone
Fixed/flat fees for various Professional Services including accounting, tax compliance, family office structuring, wealth planning, risk management, and extended family office services.
Time & materials based on fixed/flat rate or fixed/flat fee for certain tax-related services.
Performance-based fees are negotiated on a case-by-case basis for qualified clients and may be charged at the Affiliated Fund level.
Account minimum: $10 million
1048 Pearl St, Suite 450
Boulder, CO 80302
Colorado
Pathstone
2024 - Present (2 years)
Crestone Asset Management LLC
2023 - 2024 (1 year)
Jpmorgan Securities LLC
2019 - 2023 (4 years)
JPMorgan Chase bank NA
2019 - 2023 (4 years)
JP Morgan Chase Bank
2018 - 2018 (1 year)
Northstar Consultants
2017 - 2017 (1 year)
Bishop Veterinary Hospital
2016 - 2016 (1 year)
University of Colorado Boulder
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Full Body Finance
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