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Shareholder · Portfolio Strategies Inc NY

Yocheved Katz

CRD 4361724 · Named on Form ADV at one SEC-registered adviser

At a glance

Portfolio Strategies Inc NY, an SEC-registered wealth manager based in Montvale, NJ with $1.0 billion in regulatory assets, lists Yocheved Katz on its Form ADV as Shareholder.

Firms and roles

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Yocheved’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Yocheved on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yocheved’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.