Nicholas
Shea
Catalyst Investment Management LLC
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About this Advisor
Nicholas Shea is a financial advisor based in Windham, New Hampshire, working with Catalyst Investment Management LLC. Nicholas has previously held positions at Shea Commercial Properties, Catalyst Investment Management LLC, Charles Schwab And Co, United Healthcare, Keller Williams Realty, Private Client Services, and Fidelity Investments. Nicholas has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida, Maine, Massachusetts, New Hampshire, and Texas. Currently, Nicholas is part of Catalyst Investment Management LLC, which operates out of Windham, New Hampshire. The firm has 2 offices and 5 employees. The firm manages assets totaling $124.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Catalyst Investment Management LLC includes asset-based and hourly fees.
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Catalyst Investment Management LLC Brokerage Details
$124,000,000
5
240
$516,667
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nicholas Shea Work History
Catalyst Investment Management LLC
Fidelity Investments
Private Client Services
Keller Williams Realty
Shea Commercial Properties
United Healthcare
Charles Schwab And Co
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
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