Brad Katz is a registered investment advisor, based in Fairfield, NJ, with 28 years of industry experience.
Location
155 Passaic Avenue, Suite 310, Fairfield, NJ, 07004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brad is the owner of Lifelong Investments LLC, a financial services DBA and holding company, dedicating full-time hours to it. He is also a general agent for a fixed insurance business and spends minimal time as an instructor and providing non-CPA accounting/tax preparation services through Lifelong Investments, LLC.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Affinity Investment Services, LLC
Affinity Investment Services, LLCBroker
Xcu Capital Corporation, INC.Broker
Linsco/private Ledger CORP.Broker
Gibraltar Securities CO.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.