# ALLAN KATZ

ALLAN KATZ is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC, STIRLINGSHIRE RIA LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STIRLINGSHIRE RIA LLC](https://search.stillhousedata.com/firm/327779) | 2023-09-12 | present | Yes |
| [BUCKMAN ADVISORY GROUP LLC](https://search.stillhousedata.com/firm/131688) | 2020-08-10 | 2023-06-14 | — |
| [COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/140510) | 2006-07-26 | present | Yes |
| [AFFILIATED ADVISORS, INC.](https://search.stillhousedata.com/firm/131295) | 2005-08-12 | 2006-11-11 | — |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2002-09-26 | 2004-05-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2166004)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2166004.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.