Unclaimed Profile

David Adam Katz

MATRIX ASSET ADVISORS INC·WHITE PLAINS, New York

Clean record4 years registeredMATRIX ASSET ADVISORS INC

10 BANK STREET, WHITE PLAINS, NY 10606CRD# 1244427Firm CRD# 107408

Profile Verification

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

Identity

David Adam Katz · WHITE PLAINS, NY

Registration

CRD #1244427 · MATRIX ASSET ADVISORS INC · 4 years registered

Brand Profile

Not yet started

Career History

MATRIX ASSET ADVISORS INC

Aug 2021 – present

Registrations & Exams

Registration record

First registered · August 20, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATRIX ASSET ADVISORS INC

CRD 107408 · SEC 801-36872

AUM

$1.0B

Regulatory assets under management

Employees

606 client accounts

Services offered by MATRIX ASSET ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at MATRIX ASSET ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does David Adam Katz offer?

David Adam Katz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.

What are David Adam Katz's credentials?

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

Where is David Adam Katz located?

David Adam Katz is based in WHITE PLAINS, New York, working with MATRIX ASSET ADVISORS INC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.

How does David Adam Katz charge for services?

David Adam Katz's firm is compensated through percentage of aum, subscription fees, other: pension consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATRIX ASSET ADVISORS INC?

MATRIX ASSET ADVISORS INC has approximately 12 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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