Pathstone Federal Street

Pathstone Federal Street (CRD# 151736) is a financial advisory firm headquartered in Englewood, NJ. They manage $8,543,929,832 in 6,146 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,544
    MILLION
  • Total Number of Accounts
    6,146
    ACCOUNTS
  • Average Account Value
    $1,390,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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, IL, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA

Financial Advisors at Pathstone Federal Street
Showing 1 - 10 of 32 top financial advisors.
1
Joseph L. Balducci
CRD#: 4257452
10 Sterling Blvd, Suite 402, Englewood, NJ 07631
96
Wealthminder
score

Joseph Balducci (CRD# 4257452) is an Investment Advisor Representative working at Pathstone Federal Street in Englewood, NJ and has over 16 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
Patrick E. Callaghan
CRD#: 5559777
12505 Park Potomac Ave, Suite 400, Potomac, MD 20854
96
Wealthminder
score

Patrick Callaghan (CRD# 5559777) is an Investment Advisor Representative working at Pathstone Federal Street in Potomac, MD and has over 9 years of experience in the finance industry. Patrick Callaghan 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.

3
Kelwin L. Conroy
CRD#: 3079360
24 Federal Street, Boston, MA 02110
96
Wealthminder
score

Kelwin Conroy (CRD# 3079360) is an Investment Advisor Representative working at Pathstone Federal Street in Boston, MA and has over 18 years of experience in the finance industry. Kelwin Conroy 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
John G. Decker
CRD#: 4704900
12505 Park Potomac Ave, Suite 400, Potomac, MD 20854
96
Wealthminder
score

John Decker (CRD# 4704900) is an Investment Advisor Representative working at Pathstone Federal Street in Potomac, MD and has over 13 years of experience in the finance industry. John Decker 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.

5
John T. Elmes
CRD#: 2209048
10 Sterling Blvd, Suite 402, Englewood, NJ 07631
96
Wealthminder
score

John Elmes (CRD# 2209048) is an Investment Advisor Representative working at Pathstone Federal Street in Englewood, NJ and has over 25 years of experience in the finance industry.

6
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 21 years of experience in the finance industry.

7
Charissa A. Gorman
CRD#: 5248856
10 Sterling Blvd, Suite 402, Englewood, NJ 07631
96
Wealthminder
score

Charissa Gorman (CRD# 5248856) is an Investment Advisor Representative working at Pathstone Federal Street in Englewood, NJ and has over 8 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.

8
Thomas M. Juster
CRD#: 6005882
24 Federal Street, Boston, MA 02110
96
Wealthminder
score

Thomas Juster (CRD# 6005882) is an Investment Advisor Representative working at Pathstone Federal Street in Boston, MA and has over 5 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.

9
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 24 years of experience in the finance industry.

10
Matthew D. Sher
CRD#: 4828775
10 Sterling Blvd, Suite 402, Englewood, NJ 07631
96
Wealthminder
score

Matthew Sher (CRD# 4828775) is an Investment Advisor Representative working at Pathstone Federal Street in Englewood, NJ and has over 13 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.

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