Daniel L. Katz

REVOLVE WEALTH PARTNERS

Hackensack, NJ 07601

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CRD#: 4830089

Professional summary

Daniel Lawrence Katz, CFP®, who also goes by Daniel Katz, is a registered financial advisor currently at REVOLVE WEALTH PARTNERS, LLC located in Hackensack, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Katz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Revolve Wealth Partners-Investment related-411 Hackensack Ave, SUite 301, Hackensack, NJ 07601-RIA-Partner-4/2017-200+ hrs/mth-100% during trading hrs-Total wealth planning services. 2. PKS Financial. Not Investment Related. 411 Hackensack Avenue, Suite 301, Hackensack, NJ 07601. Fixed Insurance. Agent. 04/2017. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients. 3. KI Investment Fund, LLC-Investment related-411 Hackensack Ave, Ste, 10005-Hackensack, NJ 07601-Investments-Partner-11/16/2018-10 hrs/mth-10 during trading hrs-Invest in opportunities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lawrence Katz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

April 28, 2017 - Present

REVOLVE WEALTH PARTNERS, LLC

Office #1: 411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601

RIA

CRD#: 286643

Hackensack, NJ

Past

April 28, 2017 - October 27, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Hackensack, NJ

Past

June 26, 2009 - May 5, 2017

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

FLORHAM PARK, NJ

Past

June 26, 2009 - May 5, 2017

OPPENHEIMER & CO. INC.

CRD#: 249

FLORHAM PARK, NJ

Past

October 7, 2004 - July 21, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WESTFIELD, NJ

Past

September 21, 2004 - July 21, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WESTFIELD, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REVOLVE WEALTH PARTNERS, LLC

FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643 / SEC#: 801-110397

RIA

Registered Investment Advisory firm - (4/14/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(5/23/2017)

IAR

Texas
(4/28/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/6/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2004

General Securities Representative Examination

Current Firm

REVOLVE WEALTH PARTNERS, LLC

FINN ADVISORS, LLC | REVOLVE WEALTH PARTNERS, LLC

CRD#: 286643 / SEC#: 801-110397

RIA

Registered Investment Advisory firm - (4/14/2017 Approved)

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Contact information

Main Address

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601

Mailing Address

411 Hackensack Avenue Suite 1005, Hackensack, NJ 07601

Phone number

(201) 373-2163

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR REVOLVE WEALTH PARTNERS, LLC (11/4/2025)

Regulatory assets under management

Total Number of Accounts	2,914
AUM (Assets Under Management)	$ 1,180,023,798

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel L. Katz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lawrence Katz's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

REVOLVE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2004

Current Firm

REVOLVE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVOLVE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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