Daniel Richard Katz
Investment adviser representative at Steele Street Private Wealth Management
12 yearsExperience
2 statesRegistered in
$187.5MFirm assets
5 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
Experience
12 years in the industry.
- Steele Street Private Wealth ManagementJan 2019 to now
- Steele Street Private Wealth PartnersJan 2019 to now
- UnemployedDec 2018 to Dec 2018
- UBS Financial Services Inc.Sep 2017 to Nov 2018
- Ffec Advisory Group LLCMay 2014 to Aug 2017
- First Financial Equity CorporationMay 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Steele Street Private Wealth Management
Legal name: Cdkv Holdings LLC
$187.5MAssets managed
111Clients
2Advisers
5 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
- 5321599
- Firm CRD
- 299856