Aaron Katsman
Investment adviser representative at Portfolio Resources Advisor Group, Inc.
22 yearsExperience
1 stateRegistered in
$121.9MFirm assets
9 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
22 years in the industry.
- Lighthouse Capital LtdFeb 2009 to now
- Portfolio Resources Advisor Group, Inc.Dec 2008 to now
- Portfolio Resources Group, Inc.Oct 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Portfolio Resources Advisor Group, Inc.
$121.9MAssets managed
349Clients
11Advisers
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
- 4866430
- Firm CRD
- 144601