Thomas
Mcenaney
Catalyst Investment Management LLC
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About this Advisor
Thomas Mcenaney is a certified financial planner based in Mount Desert, Maine with a total of 3 years of industry experience. Mcenaney is an employee of Catalyst Investment Management LLC. During their career, Mcenaney has held roles at Maine Financial Advisors and Catalyst Investment Management LLC. Mcenaney maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Maine and New Hampshire. Catalyst Investment Management LLC is a registered investment company with a branch in Mount Desert, Maine. The investment advisory business has offices in two locations and just five advisors. It administers $107 million in assets under management across its 210 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 210 accounts, 19% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules vary depending on the services. However, fees billed by Catalyst Investment Management LLC may include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Catalyst Investment Management LLC Brokerage Details
$107,200,000
5
210
$510,476
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Mcenaney Work History
Thomas has been registered as a financial advisor for 3 years.*
Catalyst Investment Management LLC
Maine Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Mcenaney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Catalyst Investment Management LLC
Mount Desert, ME
Windham, NH
Halifax, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
