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Evan Donald Wildstein

KOHLBERG & CO., L.L.C.·MOUNT KISCO, New York
KOHLBERG & CO., L.L.C.
111 RADIO CIRCLE, MOUNT KISCO, NY 10549CRD# 2413231Firm CRD# 160745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Evan Donald Wildstein · MOUNT KISCO, NY
Registration
CRD #2413231 · KOHLBERG & CO., L.L.C.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Evan Donald Wildstein is a registered financial advisor based in MOUNT KISCO, New York, affiliated with KOHLBERG & CO., L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KOHLBERG & CO., L.L.C.
KOHLBERG & COMPANY
AUM
$13.9B
Regulatory assets under management
Employees
85
Total firm employees
View all advisors at KOHLBERG & CO., L.L.C. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED
Regulatory
SEC/IARD CRD# 2413231
Firm CRD# 160745
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Evan Donald Wildstein offer?
Evan Donald Wildstein specializes in Retirement Planning, Wealth Management. Contact their office in MOUNT KISCO, New York for a consultation.
What are Evan Donald Wildstein's credentials?
Evan Donald Wildstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Donald Wildstein located?
Evan Donald Wildstein is based in MOUNT KISCO, New York, working with KOHLBERG & CO., L.L.C.. Their office serves clients in the MOUNT KISCO metropolitan area and surrounding communities.
How does Evan Donald Wildstein charge for services?
Evan Donald Wildstein's firm is compensated through percentage of aum, other: carried interest and percentage of oid on loans acquired. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOHLBERG & CO., L.L.C.?
KOHLBERG & CO., L.L.C. has approximately 85 employees and manages $13.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Albert Edward Scheer
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Andrew Paul Bonanno
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