Alex KatzCRD Number: 5503098
Current Firm: Touchstone Advisors Inc.
Alex Katz (CRD# 5503098) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Greenwich, CT and has over 9 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Touchstone Securities Inc.||Cincinnati, OH||Nov 2014 - Current||2|
|Ifs Financial Services||Cincinnati, OH||Nov 2014 - Current||2|
|Lord, Abbett & Company||Jersey City, NJ||Feb 2008 - Nov 2014||6|
|The Vanguard Group||Malvern, PA||Jul 2007 - Feb 2008||< 1|
|Unemployed||Princeton Junction, NJ||May 2007 - Jun 2007||< 1|
|University Of Pittsburgh||Pittsburgh, PA||Aug 2003 - Apr 2007||3|
|Bristol Myers Squibb Company||Plainsboro, NJ||May 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management17,043MILLIONS
Total Number of Accounts39ACCOUNTS
Average Account Value$437,007,509
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.