Lisa L Charkoudian-barry
Investment adviser representative at Gotham Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$30BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Gotham Asset Management, LLCJul 2013 to now
- Foreside Funds Distributors LLCJul 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Gotham Asset Management, LLC
$30BAssets managed
289Clients
5Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2390148
- Firm CRD
- 149335