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CATALYST FINANCIAL PARTNERS LLC
CATALYST FINANCIAL PARTNERS LLC
CATALYST FINANCIAL PARTNERS
BOSTON, Massachusetts
·
8 registered advisors
·
CRD# 299335
SEC# 801-114398
2
617-239-8101
01
Firm Overview
AUM
$827M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CATALYST FINANCIAL PARTNERS LLC
8 registered advisors
Alan Richard Roycroft
BOSTON, Massachusetts
CRD# 2569573
Daniel Edward Ronan
BOSTON, Massachusetts
CRD# 5284782
David Craig Porter
BOSTON, Massachusetts
CRD# 1215228
Eugene Covino
BOSTON, Massachusetts
CRD# 7425741
Keith Gibbons
BOSTON, Massachusetts
CRD# 4512060
Mark David Lobello
BOSTON, Massachusetts
CRD# 4247693
Thomas Neal O'connor
BOSTON, Massachusetts
CRD# 4374733
Timothy Blaney George
BOSTON, Massachusetts
CRD# 4434239
05
Office Locations
BOSTON, Massachusetts
8 advisors
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Data sourced from SEC Form ADV filings. CATALYST FINANCIAL PARTNERS LLC (CRD# 299335) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.