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Justin Katz

Centerview Partners LLC

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About Justin Katz

Justin Katz is a financial professional with over 14 years of experience in the industry. Justin is currently registered with Centerview Partners LLC as a General Securities Principal. Justin holds Series 7, 24, 63, and 79TO licenses. Justin has been registered in New York since January 2023. Prior to joining Centerview Partners LLC, Justin was employed by Lazard Freres & Co. LLC.

Firm Information

Justin Katz is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Justin Katz’s Registration & Firm History

NY

02/28/2022 - Present

Centerview Partners LLC (NEW YORK NY)

NY

08/26/2008 - 11/10/2021

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Katz.
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