Unclaimed Profile

Daniel Edward Ronan

CATALYST FINANCIAL PARTNERS LLC·BOSTON, Massachusetts

SIE, Series 7, Series 63, Series 66Clean record18 years registeredCATALYST FINANCIAL PARTNERS LLC

ONE MARINA PARK DRIVE, BOSTON, MA 02210CRD# 5284782Firm CRD# 299335

Profile Verification

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

Identity

Daniel Edward Ronan · BOSTON, MA

Registration

CRD #5284782 · CATALYST FINANCIAL PARTNERS LLC · 18 years registered

Brand Profile

Not yet started

Career History

CATALYST FINANCIAL PARTNERS

Aug 2021 – present

MBSC SECURITIES CORPORATION

Jul 2008 – Dec 2015

BOSTON, MA

LEHMAN BROTHERS INC.

Mar 2008 – Jul 2008

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 28, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CATALYST FINANCIAL PARTNERS LLC

CRD 299335 · SEC 801-114398

AUM

$827M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Daniel Edward Ronan offer?

Daniel Edward Ronan specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Daniel Edward Ronan's credentials?

Daniel Edward Ronan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Edward Ronan located?

Daniel Edward Ronan 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 Daniel Edward Ronan charge for services?

Daniel Edward Ronan'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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