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Alan Richard Roycroft

CATALYST FINANCIAL PARTNERS LLC·BOSTON, Massachusetts
SIE, Series 6, Series 7, Series 24, Series 63Clean recordCATALYST FINANCIAL PARTNERS LLC
ONE MARINA PARK DRIVE, BOSTON, MA 02210CRD# 2569573Firm CRD# 299335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Richard Roycroft · BOSTON, MA
Registration
CRD #2569573 · CATALYST FINANCIAL PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CATALYST FINANCIAL PARTNERS LLC
CRD 299335 · SEC 801-114398
AUM
$827M
Regulatory assets under management
Employees
12
776 client accounts
Services offered by CATALYST FINANCIAL PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CATALYST FINANCIAL PARTNERS LLC →
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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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Other Advisors at CATALYST FINANCIAL PARTNERS LLC

Timothy Blaney George
BOSTON, MA
David Craig Porter
BOSTON, MA
Daniel Edward Ronan
BOSTON, MA
Mark David Lobello
BOSTON, MA
Eugene Covino
BOSTON, MA
Keith Gibbons
BOSTON, MA

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Research
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