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Erik Kendall Olstein

OLSTEIN CAPITAL MANAGEMENT, L.P.·PURCHASE, New York
SIE, Series 7, Series 24, Series 53, Series 63Clean recordOLSTEIN CAPITAL MANAGEMENT, L.P.
4 MANHATTANVILLE ROAD, PURCHASE, NY 10577-2119CRD# 2427854Firm CRD# 38474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erik Kendall Olstein · PURCHASE, NY
Registration
CRD #2427854 · OLSTEIN CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
OLSTEIN CAPITAL MANAGEMENT, L.P.
CRD 38474 · SEC 801-49252
AUM
$728M
Regulatory assets under management
Employees
12
2 client accounts
Services offered by OLSTEIN CAPITAL MANAGEMENT, L.P.
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 OLSTEIN CAPITAL MANAGEMENT, L.P. →
Introduction

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Frequently Asked Questions

What services does Erik Kendall Olstein offer?
Erik Kendall Olstein specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Erik Kendall Olstein's credentials?
Erik Kendall Olstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Kendall Olstein located?
Erik Kendall Olstein 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 Erik Kendall Olstein charge for services?
Erik Kendall Olstein'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.
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Other Advisors at OLSTEIN CAPITAL MANAGEMENT, L.P.

Eric Robert Heyman
PURCHASE, NY
Marc Harold Stoltz
PURCHASE, NY
Robert Alan Olstein
PURCHASE, NY

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