Mark David Lobello

Catalyst Financial Partners

17 Years of Experience

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.

Employment History

Current Registrations

Catalyst Financial Partners

August 2021 - Present · 4 yrs 6 mos

Previous Registrations

Mbsc Securities CorporationBroker

May 2011 - December 2015 · 4 yrs 7 mos

Mbsc Securities CorporationBroker

July 2007 - June 2009 · 1 yr 11 mos

Mbsc, LLCBroker

April 2005 - July 2007 · 2 yrs 3 mos

New England SecuritiesBroker

August 2000 - April 2005 · 4 yrs 8 mos

State Registrations2 states

MATX

Advisor

Exams

No exam information available for this advisor.