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Brendan Diarmuid Connaughton

CATALYST PRIVATE WEALTH, LLC·SAN FRANCISCO, California
Clean recordCATALYST PRIVATE WEALTH, LLC
235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 1602941Firm CRD# 305565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brendan Diarmuid Connaughton · SAN FRANCISCO, CA
Registration
CRD #1602941 · CATALYST PRIVATE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brendan Diarmuid Connaughton is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CATALYST PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CATALYST PRIVATE WEALTH, LLC
CATALYST PRIVATE WEALTH, LLC
AUM
$307M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CATALYST PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1602941
Firm CRD# 305565
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brendan Diarmuid Connaughton offer?
Brendan Diarmuid Connaughton specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Brendan Diarmuid Connaughton's credentials?
Brendan Diarmuid Connaughton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan Diarmuid Connaughton located?
Brendan Diarmuid Connaughton is based in SAN FRANCISCO, California, working with CATALYST PRIVATE WEALTH, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Brendan Diarmuid Connaughton charge for services?
Brendan Diarmuid Connaughton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CATALYST PRIVATE WEALTH, LLC?
CATALYST PRIVATE WEALTH, LLC has approximately 6 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CATALYST PRIVATE WEALTH, LLC

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Matthew James Faubion
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Mitchell Lawrence Sands
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Michelle Lea Eldridge
SAN FRANCISCO, CA
Bryan David Wilson
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