Deborah Anne Waldman

Employer firm

First Manhattan Co. LLC CRD 325281

$38.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  First Manhattan Co.
  New York, NY

Previous Registrations

• 1999-02-02 → 2011-07-26
  Alliancebernstein L.P.
  New York, NY

Other Businesses

57 Lower Village IV Vermont Ski rental property purchased in 2014 Rental income 1 hour devoted to business outside of trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-06-07
• S63 Uniform Securities Agent State Law Examination
  1993-05-28

Other Names

• Deborah Anne Waldman