Unclaimed Profile

David Irwin Katz

GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC·ISELIN, New Jersey

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record23 years registeredGITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC

70 WOOD AVENUE SOUTH, ISELIN, NJ 08830CRD# 2447527Firm CRD# 153062

Profile Verification

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

Identity

David Irwin Katz · ISELIN, NJ

Registration

CRD #2447527 · GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

Oct 2017 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 2014 – Oct 2017

BOCA RATON, FL

GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC

May 2010 – Apr 2014

ISELIN, NJ

TRIAD ADVISORS, INC.

May 2010 – May 2010

BOCA RATON, FL

ING FINANCIAL ADVISERS, LLC

Mar 2003 – May 2010

WOODBRIDGE, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · March 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GITTERMAN WEALTH MANAGEMENT, LLC

CRD 153062 · SEC 801-71246

AUM

$625M

Regulatory assets under management

Employees

549 client accounts

Services offered by GITTERMAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GITTERMAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Irwin Katz offer?

David Irwin Katz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ISELIN, New Jersey for a consultation.

What are David Irwin Katz's credentials?

David Irwin Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Irwin Katz located?

David Irwin Katz is based in ISELIN, New Jersey, working with GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC. Their office serves clients in the ISELIN metropolitan area and surrounding communities.

How does David Irwin Katz charge for services?

David Irwin 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 GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC?

GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $625M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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