TrueAdvisor
TrueAdvisor
DR
DR

Daniel Edward Ronan

Catalyst Financial Partners
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Catalyst Financial Partners
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
328 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

One Marina Park Drive, 16th Floor, Boston, MA, 02210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Catalyst Financial Partners
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Mbsc Securities Corporation
July 2008 - December 2015 · 7 yrs 5 mos
Mbsc Securities CorporationBroker
July 2008 - December 2015 · 7 yrs 5 mos
Lehman Brothers INC.
March 2008 - July 2008 · 4 mos
Lehman Brothers INC.Broker
April 2007 - July 2008 · 1 yr 3 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.