Mike Kattan
Investment adviser representative at Ratson Advisory LLC
11 yearsExperience
1 stateRegistered in
$2.4BFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Ratson Advisory LLCMar 2024 to now
- KedushaApr 2022 to May 2026
- New York UniversityFeb 2018 to Apr 2022
- Escola B.Y.Jan 2015 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ratson Advisory LLC
$2.4BAssets managed
1Clients
1Advisers
2 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
- 8303379
- Firm CRD
- 330091