Ira Katz (CRD# 4343815) is an Investment Advisor Representative working at Gladstone Wealth Partners in Melville, NY and has over 23 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Melville, NY | Apr 2017 - Current | 7 |
| Gladstone Wealth Partners | Melville, NY | Apr 2017 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville, NY | Oct 2009 - Apr 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
- TX
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Total Assets Under Management4,004MILLIONS
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Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
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