David B. Wray
Professional summary
David Bontecou Wray JR, who also goes by David Bontelou Wray Jr, Jr David Bontelou Wray, is a registered financial advisor currently at CATALYST FINANCIAL PARTNERS located in Boston, Massachusetts.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. David has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Bontecou Wray JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2022 - Present
CATALYST FINANCIAL PARTNERS
Office #1: One Marina Park Drive 16th Floor, Boston, MA 02210April 15, 2019 - March 11, 2022
KLR INVESTMENT ADVISORS, LLC
October 3, 1990 - November 19, 1998
ADVEST, INC.
February 26, 1982 - December 3, 1990
TUCKER ANTHONY INCORPORATED
Primary Firm SEC Registration
CATALYST FINANCIAL PARTNERS
CRD#: 299335 / SEC#: 801-114398
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2022)
(7/19/2022)
(7/12/2022)
Exams
Current Firm
CATALYST FINANCIAL PARTNERS
CRD#: 299335 / SEC#: 801-114398
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,037 |
| AUM (Assets Under Management) | $ 1,021,909,061 |
Red Flags
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Company Information
CATALYST FINANCIAL PARTNERS
CRD#: 299335Boston, MA 02210TRUST BUT VERIFY
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