Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Katzman is an investment advisor representative at Cresset Asset Management, LLC. Sam has been in the financial services industry since 2000 and has a wide range of experience. Sam is also a Series 63 and Series 65 licensed advisor, and is registered with the states of Connecticut, Florida, and New York. Sam is committed to providing his clients with personalized financial advice and investment management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
08/31/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
FL
09/30/2015 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palm Beach Gardens FL)
NY
04/13/2007 - 09/30/2015
CONSTELLATION WEALTH ADVISORS LLC (NEW YORK NY)
NY
05/03/2000 - 04/26/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sam Katzman is the right advisor for you? Invested Better is here to help.
