Unclaimed Profile

Thomas Neal O'connor

CATALYST FINANCIAL PARTNERS LLC·BOSTON, Massachusetts

SIE, Series 7, Series 63, Series 65, Series 66Clean record26 years registeredCATALYST FINANCIAL PARTNERS LLC

ONE MARINA PARK DRIVE, BOSTON, MA 02210CRD# 4374733Firm CRD# 299335

Profile Verification

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

Identity

Thomas Neal O'connor · BOSTON, MA

Registration

CRD #4374733 · CATALYST FINANCIAL PARTNERS LLC · 26 years registered

Brand Profile

Not yet started

Career History

CATALYST FINANCIAL PARTNERS

Apr 2026 – present

CATALYST FINANCIAL PARTNERS

Aug 2020 – Nov 2024

BOSTON, MA

MML INVESTORS SERVICES, LLC

Mar 2017 – Nov 2021

BOSTON, MA

MSI FINANCIAL SERVICES, INC.

Jan 2015 – Mar 2017

BOSTON, MA

MARINER

Feb 2010 – Jun 2026

VERO BEACH, FL

NEW ENGLAND SECURITIES CORPORATION

May 2009 – Jan 2015

BOSTON, MA

SILVERCREST ASSET MANAGEMENT GROUP LLC

Apr 2000 – Nov 2008

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · April 20, 2000

Years registered · 26

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 Thomas Neal O'connor offer?

Thomas Neal O'connor specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Thomas Neal O'connor's credentials?

Thomas Neal O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Neal O'connor located?

Thomas Neal O'connor 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 Thomas Neal O'connor charge for services?

Thomas Neal O'connor'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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