Patricia KolbCRD Number: 1968243
Current Firm: Gotham Asset Management, LLC
Patricia Kolb (CRD# 1968243) is an Investment Advisor Representative working at Gotham Asset Management, LLC in New York, NY and has over 6 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Foreside Fund Distributors LLC||New York, NY||Apr 2014 - Current||2|
|Gotham Asset Management LLC||New York, NY||Dec 2009 - Current||7|
|Bny Mellon Distributors Inc.||King Of Prussia, PA||Oct 2011 - Nov 2011||< 1|
|Formula Investing, LLC||Woodcliff Lake, NJ||Apr 2009 - Dec 2009||< 1|
|Homemaker||Ramsey, NJ||Dec 2001 - Apr 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2014|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Total Assets Under Management14,973MILLIONS
Total Number of Accounts50ACCOUNTS
Average Account Value$299,457,080
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, DE, NJ, NY, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.