DFX Intelligence

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RIA / WealthAdvisor21 years in industry

ALLAN JAY ZACHARIAH

Advisor at PATHSTONE

ATLANTA, GA | ENGLEWOOD, NJ

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:4fddee61-cd7e-23fa-ca14-cedada1c334b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Aug 3, 2005 to Sep 15, 2026

Across DFX

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

Private Equityidentity

Allan Jay Zachariah

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

Venture Capitalidentity

Allan Jay Zachariah

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: Jul 27, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 27, 2005
First registration: Aug 3, 2005
Dual registered: no
IAPD individual key: 4955143

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 28, 2010	n/a	yes	ENGLEWOOD, NJ\|ATLANTA, GA	Current employment
BMO FAMILY OFFICE, LLC	Bank affiliated wealth	Aug 3, 2005	Feb 18, 2010	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BMO FAMILY OFFICE, LLC	Pathstone	Feb 18, 2010	Sep 28, 2010	222	Firm change	Other

Relationships

Registered with (2)

→ PATHSTONERegistered adviserregistration: current employment
Sep 28, 2010 to presentfactForm ADV
→ BMO FAMILY OFFICE, LLCRegistered adviserregistration: previous registration
Aug 3, 2005 to Feb 18, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fddee61-cd7e-23fa-ca14-cedada1c334b
First observed: Aug 3, 2005
Last observed: Sep 15, 2026 4 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.

ALLAN JAY ZACHARIAH

Advisor at PATHSTONE

ATLANTA, GA | ENGLEWOOD, NJ

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:4fddee61-cd7e-23fa-ca14-cedada1c334b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pathstone

Independent wealth

Sep 28, 2010

n/a

yes

ENGLEWOOD, NJ|ATLANTA, GA

Current employment

BMO FAMILY OFFICE, LLC

Bank affiliated wealth

Aug 3, 2005

Feb 18, 2010

ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BMO FAMILY OFFICE, LLC

Pathstone

Feb 18, 2010

Sep 28, 2010

222

Firm change

Other