Adam H Katz is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with CORIENT PRIVATE WEALTH LP.
| Firm | From | To | Current |
|---|---|---|---|
| CORIENT PRIVATE WEALTH LP | 2022-12-12 | present | Yes |
| KORE PRIVATE WEALTH, LLC | 2018-09-06 | 2023-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-01-01 | 2018-06-07 | — |