David Katz
Matrix Asset Advisors · White Plains, New York
David Katz is a fee-only financial advisor at Matrix Asset Advisors in White Plains, New York, who holds the CFA credential. Matrix Asset Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Matrix Asset Advisors |
|---|---|
| Based in | White Plains, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.40B across 650 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 1244427 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.matrixadvisorsdividendfund.com |
How David's firm compares
- Matrix Asset Advisors's average account is about $2.2 million, from its Form ADV (assets managed divided by 650 accounts).
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Questions about David
Is David Katz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Matrix Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Matrix Asset Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Katz based?
David Katz is based in White Plains, New York.
What credentials does David Katz hold?
David Katz holds the CFA credential.
Is David Katz registered with the SEC?
Yes. David Katz is registered as an investment adviser representative in NY (CRD 1244427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Matrix Asset Advisors manage?
Matrix Asset Advisors reports $1.40B across 650 accounts in assets under management.
How do I contact David Katz?
Through David's website, www.matrixadvisorsdividendfund.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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