Patricia Kolb, financial advisor New York NY
93 score

Patricia Kolb

CRD 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.

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Company Name Location Dates Years
Foreside Fund Distributors LLC New York, NY Apr 2014 - Current 4
Gotham Asset Management LLC New York, NY Dec 2009 - Current 8
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
Contact Info for Patricia J. Kolb
Phone Number: 212-319-4100
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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