Role at Pathstone Family Office
- Title on Schedule A
- Co- Chairman
- Control
- Allan Zachariah is not a control person of Pathstone Family Office.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Allan Zachariah has held the filed role since July 2022.
The firm
Form ADV filed 31 March 2026
Career on record
Allan Zachariah has been registered through Pathstone Family Office since September 2010, and before that through Harris Mycfo Investment Advisory Services LLC.
- Harris Mycfo Investment Advisory Services LLC– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 110264
- Passed Series 65 · 2005
Registrations and exams
Allan Zachariah has a current investment-adviser registration in Georgia and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Georgia | Investment adviser representative | Approved | 28 September 2010 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2005 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Allan Jay Zachariah
- CRD
- 4955143
- Registration status
- Investment adviser registration
- Office
- 3344 PEACHTREE RD NE, SUITE 1550, Atlanta, GA 30326
- Firm bio
- pathstone.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Pathstone identifies Allan Zachariah as co-founder and co-chairman. Official Pathstone biography
Education
- Bachelor’s degree in Accounting, University of KentuckyOfficial Pathstone biography
Common questions
Where does Allan Zachariah work?
Allan Zachariah has been Co- Chairman of Pathstone Family Office, LLC since July 2022.
Is Allan Zachariah a financial advisor?
Yes. Allan Zachariah has a current investment-adviser registration in Georgia, through Pathstone Family Office since September 2010, as of 18 October 2026.
How many years of experience does Allan Zachariah have?
Allan Zachariah has worked in the financial industry for 20 years as of 18 October 2026, counted from 11 March 2006, across 2 adviser firms.
What exams has Allan Zachariah passed?
Allan Zachariah passed the Series 65 in July 2005.
Where did Allan Zachariah work before Pathstone Family Office?
Before Pathstone Family Office, Allan Zachariah was registered through Harris Mycfo Investment Advisory Services LLC, August 2005 to February 2010.
Where is Allan Zachariah based?
Allan Zachariah’s registered office is in Atlanta, GA.
Leadership at Pathstone Family Office
- Matthew FleissigChief Executive Officer
- Kelly MaregniPresident
- Michelle JohnstonChief Financial Officer
- Bliss BernalChief Compliance Officer
- Steven BravermanCo-Chairman
- Charles KeatesGeneral Counsel