Mark David Lobello
Professional Summary
Mark David Lobello is a registered financial advisor currently at CATALYST FINANCIAL PARTNERS located in Boston, Massachusetts. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mark has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
CATALYST FINANCIAL PARTNERS | CATALYST FINANCIAL PARTNERS LLC
Contact Information
Main Address
One Marina Park Drive 16th Floor, Boston, MA 02210Phone Number
(617) 239-8101# of Employees
12SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,373AUM (Assets Under Management)
$1,722,297,612Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CATALYST FINANCIAL PARTNERS | CATALYST FINANCIAL PARTNERS LLC
State Registrations and Notice Filings
(8/31/2021)
(12/7/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2000About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Mark David Lobello's CRS (Customer Relationship Summary).
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