Pathstone

Firm record

As recorded in SEC IAPD

Firm CRD

151736

SEC number

801-70776

Firm type

RIA

Assets under management

$110.3B as of Mar 31, 2026

Website

www.linkedin.com/company/rex-capital-advisors-llc ↗

Phone

201-944-7284

Address

10 Sterling Blvd, Englewood, NJ, 07631

Advisors at this firm

158 in our index · page 3 of 4

• Jeffrey Allan MorrisonCRD 4505997 · Newtown Square, PA
  IA Registered
• Scott J MacaioneCRD 2814678 · Winter Park, FL
  IA Registered
• Bryce Adam McdonaldCRD 7218390 · Bellevue, WA
  IA Registered
• Antonio Joseph MisitiCRD 7772713 · Conshohocken, PA
  IA Registered
• Hunter Robert MorganCRD 7883194 · Bellevue, WA
  IA Registered
• Frank Fisher MountcastleCRD 7657394 · Boulder, CO
  IA Registered
• Andrew Michael MulveyCRD 8192312 · Providence, RI
  IA Registered
• Kelwin Conroy NewmanCRD 3079360 · Boston, MA
  IA Registered
• Charles Alan OlsonCRD 7242251 · Denver, CO
  IA Registered
• Robert E OverallCRD 2183332 · Winter Park, FL
  IA Registered
• Paul R PascarellaCRD 3260240 · Newtown Square, PA
  IA Registered
• Nicholas Dyson PerrinsCRD 5107151 · Alexandria, VA
  IA Registered
• Mark Nestrud PetersCRD 2647989 · Boston, MA
  IA Registered
• Sonia Florio PetersonCRD 3092702 · Newtown Square, PA
  IA Registered
• Susan Elizabeth PetersonCRD 1660090 · Englewood, NJ
  IA Registered
• Jennifer Davis PhamCRD 7204442 · Conshohocken, PA
  IA RegisteredRegistration inactive
• Katie Jean PooleCRD 5196509 · Conshohocken, PA
  IA Registered
• Cassandra Marie PuhallaCRD 5950178 · Boulder, CO
  IA RegisteredRegistration inactive
• Ronak Gahlawat PatelCRD 8137193 · Los Angeles, CA
  IA Registered
• Steven Wallace PeakeCRD 8202905 · Atlanta, GA
  IA Registered
• Katherine Alexis PeaseCRD 8206115 · Denver, CO
  IA Registered
• Oscar Alexander PerezCRD 7829556 · Englewood, NJ
  IA Registered
• Marcella Ann Marie PetroCRD 8091321 · Bellevue, WA
  IA Registered
• Gretchen ReganCRD 3056877 · Conshohocken, PA
  IA Registered
• Brett Ian RubinsonCRD 3276583 · Newtown Square, PA
  IA Registered
• Jesse Dean RuoccoCRD 6346765 · New York, NY
  IA RegisteredRegistration inactive
• Melissa Anne RuttenCRD 4909801 · Atlanta, GA
  IA RegisteredRegistration inactive
• Zachary David Chobot RoddCRD 8209300 · New York, NY
  IA Registered
• Preston Kenneth RogersCRD 8161639 · Boulder, CO
  IA Registered
• Jeffrey Pine ScheerCRD 6958313 · Boston, MA
  IA Registered
• John Joseph ScuteriCRD 2000499 · Newtown Square, PA
  IA Registered
• Saurabha Indravadan ShahCRD 2407391 · Alexandria, VA
  IA Registered
• Jaclyn Marie ShaughnessyCRD 5944309 · Conshohocken, PA
  IA RegisteredRegistration inactive
• Elizabeth Alene SheaCRD 2443553 · Boston, MA
  IA Registered
• Michael Alexander SludCRD 2581257 · Potomac, MD
  IA Registered
• Alexander Robert SpearCRD 6552533 · Boston, MA
  IA RegisteredRegistration inactive
• Eric Hayes StephensonCRD 7246029 · New York, NY
  IA Registered
• Jake William SternbergCRD 6354183 · Alexandria, VA
  IA Registered
• Robert Kevin StetsonCRD 1216534 · Newtown Square, PA
  IA Registered
• Richard Walter StevensCRD 2600585 · Conshohocken, PA
  IA Registered
• Gordon Franklin StoneCRD 2635769 · Newtown Square, PA
  IA Registered
• Jeffrey L ScangaCRD 5996979 · Winter Park, FL
  IA Registered
• Kollin SchrenkCRD 7417804 · Atlanta, GA
  IA Registered
• Benjamin Walter SjostenCRD 7776782 · Newtown Square, PA
  IA Registered
• Matthew Everett TaylorCRD 3145276 · Newtown Square, PA
  IA Registered
• Matthew Andrew ThibaultCRD 4604319 · Providence, RI
  IA Registered
• Jesse Lee ThomasCRD 5673672 · Seattle, WA
  IA RegisteredRegistration inactive
• Morgan Virginia ThomasCRD 6007497 · Bellevue, WA
  IA Registered
• Charissa Ann TaubCRD 5248856 · Englewood, NJ
  IA Registered
• Tyson Keith ThrushCRD 7158008 · Conshohocken, PA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.