Unclaimed Profile

Mark David Lobello

CATALYST FINANCIAL PARTNERS LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 63, Series 65Clean record4 years registeredCATALYST FINANCIAL PARTNERS LLC

ONE MARINA PARK DRIVE, BOSTON, MA 02210CRD# 4247693Firm CRD# 299335

Profile Verification

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

Identity

Mark David Lobello · BOSTON, MA

Registration

CRD #4247693 · CATALYST FINANCIAL PARTNERS LLC · 4 years registered

Brand Profile

Not yet started

Career History

CATALYST FINANCIAL PARTNERS

Aug 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 31, 2021

Years registered · 4

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 Mark David Lobello offer?

Mark David Lobello specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Mark David Lobello's credentials?

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

Where is Mark David Lobello located?

Mark David Lobello 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 Mark David Lobello charge for services?

Mark David Lobello'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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