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||3|
|Ifs Financial Services||Cincinnati, OH||Nov 2014 - Current||3|
|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)