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Alan Richard Roycroft

CATALYST FINANCIAL PARTNERS LLC·BOSTON, Massachusetts
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ONE MARINA PARK DRIVE, BOSTON, MA 02210CRD# 2569573Firm CRD# 299335
01

About

Alan Richard Roycroft is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CATALYST FINANCIAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CATALYST FINANCIAL PARTNERS LLC
CATALYST FINANCIAL PARTNERS
AUM
$827M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CATALYST FINANCIAL PARTNERS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2569573
Firm CRD# 299335
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Richard Roycroft offer?
Alan Richard Roycroft specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Alan Richard Roycroft's credentials?
Alan Richard Roycroft is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Richard Roycroft located?
Alan Richard Roycroft is based in BOSTON, Massachusetts, working with CATALYST FINANCIAL PARTNERS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Alan Richard Roycroft charge for services?
Alan Richard Roycroft'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 FINANCIAL PARTNERS LLC?
CATALYST FINANCIAL PARTNERS LLC has approximately 12 employees and manages $827M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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