Unclaimed Profile

Keith Gibbons

CATALYST FINANCIAL PARTNERS LLC·BOSTON, Massachusetts

Series 7, Series 24, Series 63, Series 65Clean record22 years registeredCATALYST FINANCIAL PARTNERS LLC

ONE MARINA PARK DRIVE, BOSTON, MA 02210CRD# 4512060Firm CRD# 299335

Profile Verification

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

Identity

Keith Gibbons · BOSTON, MA

Registration

CRD #4512060 · CATALYST FINANCIAL PARTNERS LLC · 22 years registered

Brand Profile

Not yet started

Career History

CATALYST FINANCIAL PARTNERS

Aug 2021 – present

PROVIDENT FINANCIAL ADVISORS

Jul 2006 – Dec 2007

AMESBURY, MA

COMMONWEALTH FINANCIAL NETWORK

Jun 2005 – Aug 2007

AMESBURY, MA

SCHOONER ADVISORY SERVICES

Mar 2004 – Jun 2005

NEWBURYPORT, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 2, 2004

Years registered · 22

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 Keith Gibbons offer?

Keith Gibbons specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Keith Gibbons's credentials?

Keith Gibbons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Gibbons located?

Keith Gibbons 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 Keith Gibbons charge for services?

Keith Gibbons'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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