Sydney Katzmark is a registered investment advisor, based in Lewisville, TX, with 1 years of industry experience.
Location
4400 State Hwy 121, Suite 200, Lewisville, TX, 75056
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2025 - Present · 9 mos
Merit Financial Advisors
August 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial NetworkBroker
March 2025 - August 2025 · 5 mos
Charles Schwab & CO., INC.Broker
July 2024 - January 2025 · 6 mos
State Registrations2 states
GATX
AdvisorBroker
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.
Exams
No exam information available for this advisor.