Unclaimed Profile

David Scott Mirolli

CATALYST WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 7, Series 6620 years registeredCATALYST WEALTH MANAGEMENT, LLC

3525 PIEDMONT ROAD, ATLANTA, GA 30305CRD# 5116067Firm CRD# 291138

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Scott Mirolli · ATLANTA, GA

Registration

CRD #5116067 · CATALYST WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

APOLLON WEALTH MANAGEMENT, LLC

May 2023 – present

CATALYST WEALTH MANAGEMENT

May 2018 – Dec 2023

ATLANTA, GA

KALOS MANAGEMENT

Dec 2015 – Jul 2018

Atlanta, GA

TRIAD ADVISORS, INC.

Jan 2012 – Dec 2015

Atlanta, GA

PEACHTREE PLANNING ADVISORS, INC.

Jul 2006 – Dec 2010

ATLANTA, GA

PARK AVENUE SECURITIES LLC

May 2006 – Jan 2012

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 5, 2006

Years registered · 20

Disclosure History

2023Customer Dispute·Denied

2021Customer Dispute·Settled

2020Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CATALYST WEALTH MANAGEMENT, LLC

CRD 291138 · SEC 801-112814

AUM

$193M

Regulatory assets under management

Employees

763 client accounts

Services offered by CATALYST WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CATALYST WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Scott Mirolli offer?

David Scott Mirolli specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are David Scott Mirolli's credentials?

David Scott Mirolli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Scott Mirolli located?

David Scott Mirolli is based in ATLANTA, Georgia, working with CATALYST WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does David Scott Mirolli charge for services?

David Scott Mirolli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CATALYST WEALTH MANAGEMENT, LLC?

CATALYST WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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