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Lena Waswatie Kristona-Jagdeo

First Manhattan Co. LLC

New York, NY

CRD 2561963

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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:

Current Employers
First Manhattan Co. Llc

399 Park Avenue, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-08
  • NY RA
    APPROVED
    Since 2026-07-08

Branch Locations

399 Park Avenue, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Manhattan Co New York NY 07/1992 Present
  • 07/1992 → Present
    First Manhattan Co
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-07
  • S63 Uniform Securities Agent State Law Examination
    2022-05-07
Designations
  • Certified Financial Planner
Other Names
  • Waswatie Kristona-Jagdeo
  • Lena Waswatie Kristona

View on SEC IAPD

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