DA
David Adam Katz
CRD 1244427
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Matrix Asset Advisors Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Matrix Asset Advisors Inc
President/Chief Investment Officer · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗