Unclaimed Profile

Karen Elizabeth Kohler

SYSTEMATIC FINANCIAL MANAGEMENT LP·TEANECK, New Jersey

SIE, Series 7, Series 24Clean record25 years registeredSYSTEMATIC FINANCIAL MANAGEMENT LP

300 FRANK W BURR BLVD, TEANECK, NJ 07666CRD# 2670922Firm CRD# 106146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Elizabeth Kohler · TEANECK, NJ

Registration

CRD #2670922 · SYSTEMATIC FINANCIAL MANAGEMENT LP · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYSTEMATIC FINANCIAL MANAGEMENT LP

JENNISON ASSOCIATES LLC

Aug 2000 – Jul 2004

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Registration record

First registered · August 31, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYSTEMATIC FINANCIAL MANAGEMENT LP

CRD 106146 · SEC 801-48908

AUM

$3.4B

Regulatory assets under management

Employees

156 client accounts

Services offered by SYSTEMATIC FINANCIAL MANAGEMENT LP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at SYSTEMATIC FINANCIAL MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Karen Elizabeth Kohler offer?

Karen Elizabeth Kohler specializes in Investment Management, Retirement Planning, Wealth Management.

What are Karen Elizabeth Kohler's credentials?

Karen Elizabeth Kohler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Elizabeth Kohler located?

Karen Elizabeth Kohler is based in TEANECK, New Jersey, last registered with SYSTEMATIC FINANCIAL MANAGEMENT LP.

How does Karen Elizabeth Kohler charge for services?

Karen Elizabeth Kohler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYSTEMATIC FINANCIAL MANAGEMENT LP?

SYSTEMATIC FINANCIAL MANAGEMENT LP has approximately 18 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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