Rachel Alleman, financial advisor Englewood NJ

Rachel Alleman

CRD Number: 5470366
Current Firm: Pathstone

Rachel Alleman (CRD# 5470366) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 16 years of experience in the finance industry. Rachel Alleman 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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Professional Designations
Company Name Location Dates Years
Pathstone Bellevue, WA Jul 2021 - Current 2
Pathstone Bellevue, WA Oct 2020 - Jul 2021 < 1
Cornerstone Advisors, Inc. Bellevue, WA Mar 2001 - Sep 2020 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Rachel D. Alleman
Phone Number: 201-944-7284
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    24,836
    MILLIONS
  • Total Number of Accounts
    18,943
    ACCOUNTS
  • Average Account Value
    $1,311,084
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 investment companies (as well as "business development companies")
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

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