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RIA / WealthAdvisor18 years in industry

RACHEL DANIELLE KORT

Advisor at PATHSTONE

ENGLEWOOD, NJ | New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c084fc9-f615-2ad5-8ee8-b586cdac8024

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 1, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Rachel Danielle Kort

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PATHSTONE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Sep 4, 2026
Dual registered: no
Other names: RACHEL D KORT
IAPD individual key: 5202382

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Pathstone	Independent wealth	Sep 4, 2026	n/a	yes	ENGLEWOOD, NJ\|New York, NY	Current employment

Relationships

Registered with (1)

→ PATHSTONERegistered adviserregistration: current employment
Sep 4, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c084fc9-f615-2ad5-8ee8-b586cdac8024
First observed: Feb 1, 2008
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RACHEL DANIELLE KORT

Advisor at PATHSTONE

ENGLEWOOD, NJ | New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0c084fc9-f615-2ad5-8ee8-b586cdac8024

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pathstone

Independent wealth

Sep 4, 2026

n/a

yes

ENGLEWOOD, NJ|New York, NY

Current employment