# SAM KATZMAN

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CRESSET ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/288566) | 2023-04-21 | present | Yes |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2015-09-30 | 2023-05-17 | — |
| [CONSTELLATION WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/142502) | 2011-06-30 | 2015-09-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4170384)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4170384.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.