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 7 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||3|
|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
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