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Robert Alan Olstein

OLSTEIN CAPITAL MANAGEMENT, L.P.·PURCHASE, New York
SIE, Series 000, Series 1, Series 7TO, Series 24, Series 40, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 000
Series 1
Series 7TO
Series 24
Series 40
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 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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Other Advisors at OLSTEIN CAPITAL MANAGEMENT, L.P.

Eric Robert Heyman
PURCHASE, NY
Erik Kendall Olstein
PURCHASE, NY
Marc Harold Stoltz
PURCHASE, NY

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