Pathstone

Overview

Pathstone is an SEC registered investment adviser based in Englewood, NJ, registered since 2009. It reports $11B in assets under management across 27,165 accounts, with 704 employees. It has 203 investment adviser representatives.

Reported AUM

$11B

Discretionary

59%

Accounts

27,165

Average account

$4.1M

Employees

704

Advisory reps

203

Registered since

2009

Jurisdictions

52

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• Matthew Jacob Fleissig Chief Executive Officer CRD 4688934
• Kelly Jean Maregni President CRD 6102165
• Allan Jay Zachariah Co-Chairman CRD 4955143

4 more executive officers, with direct contact details

Advisory reps 3 of 203

• Rachel Dawn Alleman Investment Adviser Rep CRD 5470366
• Eric Edward Alt Investment Adviser Rep CRD 2943400
• Kevin Richard Arnold Investment Adviser Rep CRD 6515975

200 more advisory reps, with emails, phones and branch locations

Location

Headquarters

10 Sterling Blvd Ste 402
Englewood, NJ 07631

County

Bergen

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 52 jurisdictions

Every state, with registration dates

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