AdvisorOS Directory
Claim Profile
JR

Jean Elizabeth Roberts

KOHLBERG & CO., L.L.C.·MOUNT KISCO, New York
Unclaimed Profile
111 RADIO CIRCLE, MOUNT KISCO, NY 10549CRD# 4431167Firm CRD# 160745
01

About

Jean Elizabeth Roberts 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
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# 4431167
Firm CRD# 160745
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MOUNT KISCO?

Browse all registered financial advisors in MOUNT KISCO, New York or claim this profile if it's yours.

Browse MOUNT KISCO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jean Elizabeth Roberts offer?
Jean Elizabeth Roberts specializes in Retirement Planning, Wealth Management. Contact their office in MOUNT KISCO, New York for a consultation.
What are Jean Elizabeth Roberts's credentials?
Jean Elizabeth Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Elizabeth Roberts located?
Jean Elizabeth Roberts 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 Jean Elizabeth Roberts charge for services?
Jean Elizabeth Roberts'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MOUNT KISCO
Bartlett Harwood — KOHLBERG & CO., L.L.C.Daniel Robert Mintz — OLYMPUS CAPITAL HOLDINGS ASIA LLCThaddeus Marion Leszczynski — OLYMPUS CAPITAL HOLDINGS ASIA LLCJoseph-Pierre Regent — KOHLBERG & CO., L.L.C.Sumit Kumar — OLYMPUS CAPITAL HOLDINGS ASIA LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile