David Adam Katz

Current Employers

Matrix Asset Advisors Inc

10 Bank Street Suite 590, White Plains, NY 10606 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-20

NY RA
APPROVED

Since 2021-08-20

Branch Locations

10 Bank Street Suite 590, White Plains, NY 10606 • 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
Matrix Asset Advisors Inc	White Plains	NY	08/1986	Present

08/1986 → Present

Matrix Asset Advisors Inc

White Plains, NY

Other Businesses

Union College; 807 Union St, Schenectady, NY 12308; Non-investment related; Since 4/1/2026; Adjunct professor; higher education institution; teaches capital markets, portfolio management, & security analysis class; Devotes 6-10 hours/week and 0 hours during trading hours.

Current Employers

Matrix Asset Advisors Inc

Disclosures

Employment History

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

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