Michael Katz
Investment adviser representative at Truist Advisory Services, Inc.
17 yearsExperience
2 statesRegistered in
CFADesignation
$77.4BFirm 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.
- Truist Investment Services, IncMay 2022 to now
- Truist Advisory Services, Inc.Apr 2022 to now
- Truist Invesment Services, Inc.Apr 2022 to May 2022
- Wells FargoMay 2005 to Apr 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7366438
- Firm CRD
- 283390