Role at Pathstone Family Office
- Title on Schedule A
- Chief Executive Officer
- Control
- Matthew Fleissig is a control person of Pathstone Family Office.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Matthew Fleissig has held the filed role since July 2022.
The firm
Form ADV filed 31 March 2026
Career on record
Matthew Fleissig has been registered through Pathstone Family Office since June 2010, and before that through Harris Mycfo Investment Advisory Services LLC, The Ayco Company,l.p. and Lord, Abbett & Co. LLC.
- Harris Mycfo Investment Advisory Services LLC– · 3 yearsChicago, IL · Adviser representative · Firm CRD 110264
- The Ayco Company,l.p.– · 2 yearsParsippany, NJ · Adviser representative · Firm CRD 106693
- Lord, Abbett & Co. LLC– · 1 yearJersey City, NJ · Adviser representative · Firm CRD 110391
- Passed Series 7 and Series 66 · 2003
Registrations and exams
Matthew Fleissig has a current investment-adviser registration in New Jersey and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| New Jersey | Investment adviser representative | Approved | 2 June 2010 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 October 2003 |
| Series 7 | General Securities Representative Examination | 2 September 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Matthew Jacob Fleissig
- CRD
- 4688934
- Registration status
- Investment adviser registration
- Office
- 10 STERLING BLVD, SUITE 402, Englewood, NJ 07631
- 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 Matthew Fleissig as CEO and co-founder. Official Pathstone biography
Education
- BA in Economics, Muhlenberg CollegeOfficial Pathstone biography
- MBA in Finance, Fairleigh Dickinson UniversityOfficial Pathstone biography
Common questions
Where does Matthew Fleissig work?
Matthew Fleissig has been Chief Executive Officer of Pathstone Family Office, LLC since July 2022, and is a control person of the firm.
Is Matthew Fleissig a financial advisor?
Yes. Matthew Fleissig has a current investment-adviser registration in New Jersey, through Pathstone Family Office since June 2010, as of 18 October 2026.
How many years of experience does Matthew Fleissig have?
Matthew Fleissig has worked in the financial industry for 22 years as of 18 October 2026, counted from 12 September 2004, across 4 adviser firms.
What exams has Matthew Fleissig passed?
Matthew Fleissig has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2003.
Where did Matthew Fleissig work before Pathstone Family Office?
Before Pathstone Family Office, Matthew Fleissig was registered through Harris Mycfo Investment Advisory Services LLC, July 2007 to March 2010; The Ayco Company,l.p., November 2005 to June 2007; Lord, Abbett & Co. LLC, March 2004 to August 2005.
Where is Matthew Fleissig based?
Matthew Fleissig’s registered office is in Englewood, NJ.
Leadership at Pathstone Family Office
- Kelly MaregniPresident
- Michelle JohnstonChief Financial Officer
- Bliss BernalChief Compliance Officer
- Steven BravermanCo-Chairman
- Charles KeatesGeneral Counsel
- Allan ZachariahCo- Chairman