Linda
Mauzy
Catalytic Wealth Management
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About this Advisor
Linda Mauzy is a financial advisor based in Bellevue, Washington, working with Catalytic Wealth Management. Linda has previously held positions at First Republic Investment Management, Inc, Wells Fargo Bank, First Republic Securities Company, LLC, J.P. Morgan Securities LLC, and Catalytic Wealth Management. Linda has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Washington. Currently, Linda is part of Catalytic Wealth Management, which operates out of Bellevue, Washington. The firm has 3 offices and 21 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Catalytic Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Catalytic Wealth Management Brokerage Details
$1,714,816,648
21
676
$2,536,711
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Linda Mauzy Work History
Catalytic Wealth Management
J.P. Morgan Securities LLC
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Linda Mauzy 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 Catalytic Wealth Management
Hawthorne, CA
Jackson, WY
Bellevue, WA
Bellevue, WA
Cambridge, MA
Jackson, WY
Cambridge, MA
Bellevue, WA
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