Daniel Lawrence Katz
Investment adviser representative at Revolve Wealth Partners, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Apr 2017 to now
- Revolve Wealth Partners, LLCApr 2017 to now
- Oppenheimer & Co. Inc.Jun 2009 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Revolve Wealth Partners, LLC
$1.4BAssets managed
698Clients
14Advisers
9 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
- 4830089
- Firm CRD
- 286643