Pathstone

CRD 151736 · Englewood, NJ · $110.3B AUM

RIA

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 4 of 4

Zachary Victor UritskyCRD 8102259 · Newtown Square, PA

IA Registered
Akhil VenkateshCRD 7990122 · Bellevue, WA

IA Registered
Jared Stuart WeinerCRD 4552394 · Newtown Square, PA

IA Registered
James Patrick WhalenCRD 5936940 · Alexandria, VA

IA Registered
Lori Lynn WhitingCRD 2777908 · Boston, MA

IA Registered
Matthew Allen WilesCRD 4418182 · Boulder, CO

IA RegisteredRegistration inactive
James Matthew WalkerCRD 7091099 · Boulder, CO

IA RegisteredRegistration inactive
Cole Albert Sigurd WaltonCRD 7119257 · Bellevue, WA

IA Registered

Source & corrections

Where this page comes from

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.