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Robert Alan Olstein

OLSTEIN CAPITAL MANAGEMENT, L.P.·PURCHASE, New York
Clean recordOLSTEIN CAPITAL MANAGEMENT, L.P.
4 MANHATTANVILLE ROAD, PURCHASE, NY 10577-2119CRD# 352642Firm CRD# 38474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Alan Olstein · PURCHASE, NY
Registration
CRD #352642 · OLSTEIN CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Alan Olstein 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

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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# 352642
Firm CRD# 38474
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Alan Olstein offer?
Robert Alan Olstein specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Robert Alan Olstein's credentials?
Robert Alan Olstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Alan Olstein located?
Robert Alan 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 Robert Alan Olstein charge for services?
Robert Alan 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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