Michael
Katz
Truist Advisory Services, Inc
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About this Advisor
Michael Katz is a chartered financial analyst based out of Chicago, Illinois with a total of 1 year of industry experience. Katz currently works for Truist Advisory Services, Inc. Over the course of their career, Katz has held roles at Wells Fargo, Truist Invesment Services, Inc, Truist Advisory Services, Inc and Truist Investment Services, Inc. Katz has a Series 63 license, certifying them as a securities broker, and can work in Illinois and Texas. Truist Advisory Services, Inc is a registered investment company based in Atlanta, GA. The investment advisory business has offices in 3,373 locations and a total of 2,842 financial advisors. It manages $53 billion in assets between its 125,600 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors typically vary depending on the financial services offered. However, fees billed by Truist Advisory Services, Inc can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Michael Katz Work History
Michael has been registered as a financial advisor for 1 years.*
Truist Advisory Services, Inc
Truist Investment Services, Inc
Truist Invesment Services, Inc
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Katz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Raleigh, NC
Rising Sun, MD
Williamsburg, VA
Atlanta, GA
Lexington, SC
Richmond, VA
Myrtle Beach, SC
Richmond, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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