# EDWIN LEE KATZ

EDWIN LEE KATZ is an investment adviser representative (IAR) with state registration records since 1999, appearing at 3 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2014-04-11 | present | Yes |
| [OAKSTREET WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/152613) | 2012-01-24 | 2014-03-28 | — |
| [FIRST ALLIANCE ASSET MANAGEMENT INC](https://search.stillhousedata.com/firm/109107) | 1999-11-26 | 2010-03-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1154913)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1154913.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.