Claim Profile
Unclaimed Profile
EH

Eric Robert Heyman

OLSTEIN CAPITAL MANAGEMENT, L.P.·PURCHASE, New York
Clean recordOLSTEIN CAPITAL MANAGEMENT, L.P.
4 MANHATTANVILLE ROAD, PURCHASE, NY 10577-2119CRD# 2727464Firm CRD# 38474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Robert Heyman · PURCHASE, NY
Registration
CRD #2727464 · OLSTEIN CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric Robert Heyman is a registered financial advisor based in PURCHASE, New York, affiliated with OLSTEIN CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
OLSTEIN CAPITAL MANAGEMENT, L.P.
OLSTEIN CAPITAL MANAGEMENT, L.P.
AUM
$728M
Regulatory assets under management
Employees
12
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: A PERCENTAGE OF ASSETS ALLOCATED TO MODEL PORTFOLIOS
Regulatory
SEC/IARD CRD# 2727464
Firm CRD# 38474
View on FINRA BrokerCheck →

Looking for a financial advisor in PURCHASE?

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

05

Frequently Asked Questions

What services does Eric Robert Heyman offer?
Eric Robert Heyman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Eric Robert Heyman's credentials?
Eric Robert Heyman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Robert Heyman located?
Eric Robert Heyman is based in PURCHASE, New York, working with OLSTEIN CAPITAL MANAGEMENT, L.P.. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Eric Robert Heyman charge for services?
Eric Robert Heyman's firm is compensated through percentage of aum, other: a percentage of assets allocated to model portfolios. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLSTEIN CAPITAL MANAGEMENT, L.P.?
OLSTEIN CAPITAL MANAGEMENT, L.P. has approximately 12 employees and manages $728M 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 →