SAM KATZMAN is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 2023-04-21 | present | Yes |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2015-09-30 | 2023-05-17 | — |
| CONSTELLATION WEALTH ADVISORS LLC | 2011-06-30 | 2015-09-30 | — |