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Zachary Evan Fischer

Pathstone

Englewood, NJ

Conshohocken, PA

CRD 7123207

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Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-04
  • PA RA
    APPROVED
    Since 2026-06-04

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Eight Tower Bridge 161 Washington Street Suite 1500, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathstone Conshohocken PA 06/2026 Present
Permit Capital Advisors Conshohocken PA 03/2020 03/2022
Mill Creek Capital Advisors, Llc Conshohocken PA 03/2022 05/2026
Temple University Philadelphia PA 03/2016 03/2020
  • 06/2026 → Present
    Pathstone
    Conshohocken, PA
  • 03/2020 → 03/2022
    Permit Capital Advisors
    Conshohocken, PA
  • 03/2022 → 05/2026
    Mill Creek Capital Advisors, Llc
    Conshohocken, PA
  • 03/2016 → 03/2020
    Temple University
    Philadelphia, PA
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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