EK
EK
Evan Katz
55 Years of Experience
Palm Beach Gardens, FL
2 DisclosuresBroker
Evan Katz is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 55 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2005Denied
Customer Dispute
August 2004Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1977 - July 1993 · 15 yrs 8 mos
Shearson Hayden Stone INC.Broker
November 1976 - November 1977 · 1 yr
Shearson Hayden Stone INC.Broker
November 1974 - November 1976 · 2 yrs
Hayden Stone INC.Broker
March 1973 - November 1974 · 1 yr 8 mos
Hayden Stone INC.Broker
September 1970 - March 1973 · 2 yrs 6 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.