Aaron Katsman has been an investment adviser representative at Portfolio Resources Advisor Group since August 2011, and is not listed among the firm’s executive officers or direct owners.
Portfolio Resources Advisor Group, Inc. is a Coral Gables, FL firm with $122M under management, 349 clients and 15 advisers across 11 offices, as of its October 2025 filing.
Aaron Katsman practices as Lighthouse Capital, a wealth management firm based in Jerusalem, Israel, where he is President and CEO. He is licensed as an investment marketer by the Israeli Securities Authority and in the United States by FINRA.
Aaron Katsman’s longest registration is the current one, 15 years at Portfolio Resources Advisor Group since 2011. Before joining Portfolio Resources Advisor Group in 2011, Aaron Katsman was registered through America Israel Investment Associates, LLC.
- – present · 15 yearsCoral Gables, FL · Adviser representative · Firm CRD 144601
- America Israel Investment Associates, LLC– · 3 yearsJerusalem · Adviser representative · Firm CRD 136039
Investment adviser representative registrations
Aaron Katsman is registered as an investment adviser representative in Florida, since July 2016.
- FloridaSince 21 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 November 2004 |
| Series 7 | General Securities Representative Examination | 16 November 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4866430
- Firm
- Portfolio Resources Advisor Group · CRD 144601
- Office
- 4000 PONCE DE LEON BLVD STE 670, Coral Gables, FL 33146
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- aaronkatsman.com
Where does Aaron Katsman work?
Aaron Katsman is an investment adviser representative registered through Portfolio Resources Advisor Group, Inc. since August 2011, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Katsman a financial advisor?
Yes. Aaron Katsman has a current investment-adviser registration in Florida, through Portfolio Resources Advisor Group since August 2011.
How many years of experience does Aaron Katsman have?
Aaron Katsman has 21 years in the financial industry, since November 2004, across 2 adviser firms.
What exams has Aaron Katsman passed?
Aaron Katsman has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2004. FINRA credited Aaron Katsman with the SIE, which began in October 2018.
Where did Aaron Katsman work before Portfolio Resources Advisor Group?
Before Portfolio Resources Advisor Group, Aaron Katsman was registered through America Israel Investment Associates, LLC, July 2005 to December 2008.
Where is Aaron Katsman based?
Aaron Katsman’s registered office is in Coral Gables, FL.
Is Aaron Katsman registered with FINRA?
Yes. Aaron Katsman has a current broker registration, under CRD 4866430.
Source: FINRA BrokerCheck
How can I verify Aaron Katsman’s record?
Search CRD 4866430 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Aaron Katsman’s full registration record.