Unclaimed Profile

Daniel Lawrence Katz

REVOLVE WEALTH PARTNERS, LLC·HACKENSACK, New Jersey

SIE, Series 7, Series 66CFPClean record21 years registeredREVOLVE WEALTH PARTNERS, LLC

411 HACKENSACK AVENUE, HACKENSACK, NJ 07601CRD# 4830089Firm CRD# 286643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Lawrence Katz · HACKENSACK, NJ

Registration

CRD #4830089 · REVOLVE WEALTH PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

REVOLVE WEALTH PARTNERS, LLC

Apr 2017 – present

OPPENHEIMER & CO. INC.

Jun 2009 – May 2017

FLORHAM PARK, NJ

UBS FINANCIAL SERVICES INC.

Oct 2004 – Jul 2009

WESTFIELD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 7, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REVOLVE WEALTH PARTNERS, LLC

CRD 286643 · SEC 801-110397

AUM

$1.0B

Regulatory assets under management

Employees

3,876 client accounts

Services offered by REVOLVE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REVOLVE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Lawrence Katz offer?

Daniel Lawrence Katz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HACKENSACK, New Jersey for a consultation.

What are Daniel Lawrence Katz's credentials?

Daniel Lawrence Katz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Lawrence Katz located?

Daniel Lawrence Katz is based in HACKENSACK, New Jersey, working with REVOLVE WEALTH PARTNERS, LLC. Their office serves clients in the HACKENSACK metropolitan area and surrounding communities.

How does Daniel Lawrence Katz charge for services?

Daniel Lawrence Katz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REVOLVE WEALTH PARTNERS, LLC?

REVOLVE WEALTH PARTNERS, LLC has approximately 18 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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