Brian William Katz
Investment adviser representative at Prosperity - An Eisneramper Company
29 yearsExperience
1 stateRegistered in
CFADesignation
$5BFirm assets
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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
29 years in the industry.
- Prosperity - An Eisneramper CompanyJul 2026 to now
- Focus Partners Wealth, LLCJul 1997 to Jul 2026
- The Colony Group LLCJul 1997 to Jul 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Prosperity - An Eisneramper Company
Legal name: The Prosperity Consulting Group, LLC
$5BAssets managed
2,412Clients
65Advisers
11 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
- 4650594
- Firm CRD
- 133777