Mitchell Akiva Katz
Investment adviser representative at Eagle Strategies LLC
26 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Capital Associates, LLCOct 2016 to now
- Financial Solutions GroupMay 2009 to now
- Eagle Strategies LLCOct 2003 to now
- New York Life Ins CoApr 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3079169
- Firm CRD
- 110826