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Catalyst Financial Partners CRD 299335
$1.72B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-03 |
| MA | RA | APPROVED | 2021-08-26 |
Branch Locations
One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Boston | MA | 07/2008 | 08/2021 |
| Catalyst Financial Partners | Boston | MA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-07 |
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