professional profile
David Adam Katz, CFA
Overview
David Adam Katz is an investment adviser representative based in White Plains, NY, with 5 years in the industry.
- Years in the industry
- 5
- States registered
- 1
- Current firms
- 1
Contact
1 business email and 1 phone number on file
Registrations and licenses
- Registered in 1 state
Every state, with registration and license dates
Firms
- Matrix Asset Advisors IncCurrent firm
Employment history since 2021
Book and practice
Firm assets under management on file
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