Keith
Gibbons
Catalyst Financial Partners
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About this Advisor
Keith Gibbons is a certified financial planner operating in Boston, Massachusetts with a total of 2 years of relevant experience. Gibbons currently works for Catalyst Financial Partners. The advisor has gained experience at Catalyst Financial Partners and Bny Mellon Wealth Management. Gibbons maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Catalyst Financial Partners is an advisory company headquartered in Boston, MA. The investment advisory business has offices in three locations and a total of eight employees. It oversees $547 million in assets across its 442 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 442 client accounts, 41% are held by high-net-worth clients who have at least $1 million in assets available to invest. Catalyst Financial Partners performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which service is offered. Fees charged by Catalyst Financial Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Catalyst Financial Partners Brokerage Details
$547,293,745
8
442
$1,238,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Keith Gibbons Work History
Keith has been registered as a financial advisor for 2 years.*
Catalyst Financial Partners
Bny Mellon Wealth Management
*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 Keith Gibbons 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 Financial Partners
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Walpole, 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.