Nicholas
Shea
Catalyst Investment Management LLC
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About this Advisor
Nicholas Shea is a financial advisor operating in Windham, New Hampshire with a total of 5 years of industry experience. Shea currently works for Catalyst Investment Management LLC. During their career, the advisor has held roles at Shea Commercial Properties, Catalyst Financial Advisory LLC, Charles Schwab And Co, United Healthcare, Keller Williams Realty, Private Client Services and Fidelity Investments. Shea holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida, Maine, Massachusetts, New Hampshire and Texas. Catalyst Investment Management LLC is a firm with a branch in Windham, New Hampshire. The investment advisory business has offices in two locations and just five financial advisors. It handles $107 million in assets between its 210 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 210 customer accounts, 19% belong to high-net-worth individuals who have greater than $1 million in assets. Catalyst Investment Management LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically vary depending on the financial services offered. However, fees charged by Catalyst Investment Management LLC most likely consist of any 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
Nicholas Shea Work History
Nicholas has been registered as a financial advisor for 5 years.*
Fidelity Investments
Private Client Services
Catalyst Financial Advisory LLC
Keller Williams Realty
Shea Commercial Properties
United Healthcare
Charles Schwab And Co
*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 Nicholas Shea 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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