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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Waldman is an active investment advisor representative at First Manhattan Co. LLC. Deborah Waldman has been in the industry since 1993. Deborah Waldman has been registered with the state of New York since 2011 and is also currently registered with the state of New York as an investment advisor representative. Deborah Waldman was previously registered with Sanford C. Bernstein & Co., LLC. and Sanford C. Bernstein & Co., Inc. Deborah Waldman has a number of securities licenses including Series 7, Series 31, Series 63, and Series 65. Deborah Waldman offers a wide range of services, including financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/16/2023 - Present
First Manhattan Co. LLC (NEW YORK NY)
NY
12/07/2000 - 07/26/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
05/27/1993 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 06/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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