Pathstone Federal Street

Pathstone Federal Street (CRD# 151736) is a financial advisory firm headquartered in Fort Lee, NJ. They manage $5,506,268,123 in 3,950 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,506
    MILLION
  • Total Number of Accounts
    3,950
    ACCOUNTS
  • Average Account Value
    $1,393,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, DC, DE, FL, GA, LA, MA, MD, ME, MI, MS, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Pathstone Federal Street
Showing 1 - 10 of 15 top financial advisors.
1
Joseph L. Balducci
CRD#: 4257452
1 Bridge Plaza North, Suite 550, Fort Lee, NJ 07024
96
Wealthminder
score

Joseph Balducci (CRD# 4257452) is an Investment Advisor Representative working at Pathstone Federal Street in Fort Lee, NJ and has over 15 years of experience in the finance industry. Joseph Balducci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kristin L. Fafard
CRD#: 2722375
24 Federal Street, Boston, MA 02110
96
Wealthminder
score

Kristin Fafard (CRD# 2722375) is an Investment Advisor Representative working at Pathstone Federal Street in Boston, MA and has over 20 years of experience in the finance industry.

3
Charissa A. Gorman
CRD#: 5248856
1 Bridge Plaza North, Suite 550, Fort Lee, NJ 07024
96
Wealthminder
score

Charissa Gorman (CRD# 5248856) is an Investment Advisor Representative working at Pathstone Federal Street in Fort Lee, NJ and has over 7 years of experience in the finance industry. Charissa Gorman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Elizabeth A. Shea
CRD#: 2443553
24 Federal Street, Boston, MA 02110
96
Wealthminder
score

Elizabeth Shea (CRD# 2443553) is an Investment Advisor Representative working at Pathstone Federal Street in Boston, MA and has over 22 years of experience in the finance industry.

5
Matthew D. Sher
CRD#: 4828775
1 Bridge Plaza North, Suite 550, Fort Lee, NJ 07024
96
Wealthminder
score

Matthew Sher (CRD# 4828775) is an Investment Advisor Representative working at Pathstone Federal Street in Fort Lee, NJ and has over 12 years of experience in the finance industry. Matthew Sher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Steven B. Braverman
CRD#: 1172475
1 Bridge Plaza North, Suite 550, Fort Lee, NJ 07024
93
Wealthminder
score

Steven Braverman (CRD# 1172475) is an Investment Advisor Representative working at Pathstone Federal Street in Fort Lee, NJ and has over 12 years of experience in the finance industry.

7
Devon H. Bruce
CRD#: 5059105
24 Federal Street, Boston, MA 02110
93
Wealthminder
score

Devon Bruce (CRD# 5059105) is an Investment Advisor Representative working at Pathstone Federal Street in Boston, MA and has over 10 years of experience in the finance industry.

8
Matthew J. Fleissig
CRD#: 4688934
1 Bridge Plaza North, Suite 550, Fort Lee, NJ 07024
93
Wealthminder
score

Matthew Fleissig (CRD# 4688934) is an Investment Advisor Representative working at Pathstone Federal Street in Fort Lee, NJ and has over 13 years of experience in the finance industry.

9
Thomas M. Juster
CRD#: 6005882
24 Federal Street, Boston, MA 02110
93
Wealthminder
score

Thomas Juster (CRD# 6005882) is an Investment Advisor Representative working at Pathstone Federal Street in Boston, MA and has over 4 years of experience in the finance industry. Thomas Juster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Richard M. Tardiff
CRD#: 4629253
24 Federal Street, Boston, MA 02110
93
Wealthminder
score

Richard Tardiff (CRD# 4629253) is an Investment Advisor Representative working at Pathstone Federal Street in Boston, MA and has over 14 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.