ALEX BARTH KATZ is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with SUMMITRY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMITRY, LLC | 2025-01-01 | present | Yes |
| OPES ADVISORS, INC. | 2012-05-16 | 2017-06-08 | — |