Daniel Lawrence Katz

Employer firm

Revolve Wealth Partners, LLC CRD 286643

$1.42B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 04/2017
  Oppenheimer & Co. Inc.
  Florham Park, NJ
• 04/2017 → Present
  Revolve Wealth Partners, Llc
  Hackensack, NJ
• 04/2017 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2009-06-26 → 2017-05-05
  Oppenheimer & Co. Inc.
  Florham Park, NJ
• 2004-10-07 → 2009-07-21
  Ubs Financial Services Inc.
  Westfield, NJ
  Westfield, NJ

Other Businesses

1. Revolve Wealth Partners-Investment related-411 Hackensack Ave, SUite 301, Hackensack, NJ 07601-RIA-Partner-4/2017-200+ hrs/mth-100% during trading hrs-Total wealth planning services. 2. PKS Financial. Not Investment Related. 411 Hackensack Avenue, Suite 301, Hackensack, NJ 07601. Fixed Insurance. Agent. 04/2017. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients. 3. KI Investment Fund, LLC-Investment related-411 Hackensack Ave, Ste, 10005-Hackensack, NJ 07601-Investments-Partner-11/16/2018-10 hrs/mth-10 during trading hrs-Invest in opportunities.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-06

Designations

• Certified Financial Planner

Other Names

• Daniel Katz