Rory
Collins

Gotham Asset Management, LLC

CRD#2937057
Investment Advisor
in New York, NY

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About this Advisor

Rory Collins is a certified financial planner working in New York, New York with a total of 14 years of industry experience. Collins is on the advisory team at Gotham Asset Management, LLC. Collins has gained experience at Gotham Asset Management, LLC and Foreside Funds Distributor LLC. Collins has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and Texas. Gotham Asset Management, LLC is a company operating out of New York, NY. The investment advisory business has a total of 37 employees. It has $4 billion in assets under management among its 60 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm performs a set of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management typically are based on the financial services offered. Fees billed by Gotham Asset Management, LLC most likely consist of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

825 Third Avenue Suite 1750
New York, NY 10022-9525

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Gotham Asset Management, LLC Brokerage Details

Total Assets Under Management

$4,204,527,920

NY Average: $7,464,549,021
Total Number of Employees

37

NY Average: 88
Total Number of Accounts

60

NY Average: 3,892
Average Account Size

$70,075,465

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Rory Collins Work History

Rory has been registered as a financial advisor for 14 years.*

2013 - Present (11 years)

Foreside Funds Distributor LLC

2012 - Present (12 years)

Gotham Asset Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rory Collins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gotham Asset Management, LLC

Rory Collins
New York, NY
Patricia Kolb
New York, NY
Lisa Charkoudian-Barry
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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