Unclaimed Profile

Mark Edward Katz

KATZ FAMILY FINANCIAL ADVISORS, LLC·ALEXANDRIA, Virginia

Series 7, Series 63, Series 65Clean record25 years registeredKATZ FAMILY FINANCIAL ADVISORS, LLC

3307 DUKE STREET, ALEXANDRIA, VA 22314-4522CRD# 2018814Firm CRD# 133600

Profile Verification

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

Identity

Mark Edward Katz · ALEXANDRIA, VA

Registration

CRD #2018814 · KATZ FAMILY FINANCIAL ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

KATZ FAMILY FINANCIAL ADVISORS, LLC

Mar 2005 – present

UBS FINANCIAL SERVICES INC.

Feb 2004 – Mar 2005

BETHESDA, MD

EASTERN POINT ADVISORS INC.

Jun 2001 – Apr 2003

ALEXANDRIA, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 12, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KATZ FAMILY FINANCIAL ADVISORS, LLC

CRD 133600 · SEC 801-81034

AUM

$81M

Regulatory assets under management

Employees

310 client accounts

Services offered by KATZ FAMILY FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 KATZ FAMILY FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Edward Katz offer?

Mark Edward Katz specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Mark Edward Katz's credentials?

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

Where is Mark Edward Katz located?

Mark Edward Katz is based in ALEXANDRIA, Virginia, working with KATZ FAMILY FINANCIAL ADVISORS, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.

How does Mark Edward Katz charge for services?

Mark Edward Katz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KATZ FAMILY FINANCIAL ADVISORS, LLC?

KATZ FAMILY FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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