Gabriel Katzner

Employer firm

Frame Wealth Management CRD 311601

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Frame Wealth Management

Carlsbad, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-09-27
NY	RA	APPROVED	2021-05-10

CA RA
APPROVED

Since 2025-09-27
NY RA
APPROVED

Since 2021-05-10

Branch Locations

Carlsbad, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Frame Wealth Management	Encinitas	CA	10/2020	Present
Katzner Law Group, P.C.	Encinitas	CA	11/2009	Present

10/2020 → Present

Frame Wealth Management

Encinitas, CA
11/2009 → Present

Katzner Law Group, P.C.

Encinitas, CA

Other Businesses

Katzner Law Group, P.C., not investment related, 1407 Broadway, Suite 4002, New York, NY 10018 and 662 Encinitas Blvd, #240, Encinitas, CA 92024, estate planning law firm, solo attorney, start date November 2009, 100 hrs/month, none during trading hours. Estate planning attorney who works in the areas of estate planning, asset protection, and estate administration post death