Claim Profile
Unclaimed Profile
CB

Charles Andrew Boorady

HEALTH CATALYST CAPITAL MANAGEMENT, LLC·NEW YORK, New York
Clean recordHEALTH CATALYST CAPITAL MANAGEMENT, LLC
515 MADISON AVENUE, NEW YORK, NY 10022CRD# 2540293Firm CRD# 282602

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Andrew Boorady · NEW YORK, NY
Registration
CRD #2540293 · HEALTH CATALYST CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Andrew Boorady is a registered financial advisor based in NEW YORK, New York, affiliated with HEALTH CATALYST CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
HEALTH CATALYST CAPITAL MANAGEMENT, LLC
HEALTH CATALYST CAPITAL MANAGEMENT, LLC
AUM
$361M
Regulatory assets under management
Employees
6
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2540293
Firm CRD# 282602
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Charles Andrew Boorady offer?
Charles Andrew Boorady specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Charles Andrew Boorady's credentials?
Charles Andrew Boorady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Andrew Boorady located?
Charles Andrew Boorady is based in NEW YORK, New York, working with HEALTH CATALYST CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Charles Andrew Boorady charge for services?
Charles Andrew Boorady's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEALTH CATALYST CAPITAL MANAGEMENT, LLC?
HEALTH CATALYST CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →