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RIA / WealthAdvisorChartered Financial Analyst31 years in industry

DAVID MICHAEL BELEJ

Advisor at PATHSTONE

ENGLEWOOD, NJ | NEWTOWN SQUARE, PA

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:d938053d-7d80-ad3e-3070-12ccb10daad9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 19, 2004 to Sep 15, 2026

Across DFX

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

Private Equityidentity

David Michael Belej

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: Apr 21, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Apr 21, 1995
First registration: Mar 19, 2004
Dual registered: no
IAPD individual key: 1846013

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 21, 2023	n/a	yes	ENGLEWOOD, NJ\|NEWTOWN SQUARE, PA	Current employment
VERITABLE LP	Former SEC adviser	Mar 19, 2004	Sep 18, 2023	no	EDGEMONT, PA	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
VERITABLE LP	Pathstone	Sep 18, 2023	Sep 21, 2023	3	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
130758:151736:PA:2023-09-18	Sep 18, 2023	Sep 21, 2023	EDGEMONT, PA	Firm change

Relationships

Registered with (2)

→ PATHSTONERegistered adviserregistration: current employment
Sep 21, 2023 to presentfactForm ADV
→ VERITABLE LPRegistered adviserregistration: previous registration
Mar 19, 2004 to Sep 18, 2023factForm ADV

Dated events

Occurred
Sep 18, 2023
Advisor changed firm
David Michael Belej left Veritable Lp for Pathstone (registered 2023-09-21)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d938053d-7d80-ad3e-3070-12ccb10daad9
First observed: Mar 19, 2004
Last observed: Sep 15, 2026 5 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.

DAVID MICHAEL BELEJ

Advisor at PATHSTONE

ENGLEWOOD, NJ | NEWTOWN SQUARE, PA

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:d938053d-7d80-ad3e-3070-12ccb10daad9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pathstone

Independent wealth

Sep 21, 2023

n/a

yes

ENGLEWOOD, NJ|NEWTOWN SQUARE, PA

Current employment

VERITABLE LP

Former SEC adviser

Mar 19, 2004

Sep 18, 2023

EDGEMONT, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

VERITABLE LP

Pathstone

Sep 18, 2023

Sep 21, 2023

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

130758:151736:PA:2023-09-18

Sep 18, 2023

Sep 21, 2023

EDGEMONT, PA

Firm change