Mark D. Lobello

CATALYST FINANCIAL PARTNERS

Boston, MA 02210

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CRD#: 4247693

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Lobello's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 31, 2021 - Present

CATALYST FINANCIAL PARTNERS

Office #1: One Marina Park Drive 16th Floor, Boston, MA 02210

RIA

CRD#: 299335

Boston, MA

Past

May 31, 2011 - December 31, 2015

BNY MELLON SECURITIES CORPORATION

CRD#: 231

BOSTON, MA

Past

July 2, 2007 - June 8, 2009

BNY MELLON SECURITIES CORPORATION

CRD#: 231

BOSTON, MA

Past

April 21, 2005 - July 2, 2007

MBSC, LLC

CRD#: 42430

NEW YORK, NY

Past

August 31, 2000 - April 25, 2005

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CATALYST FINANCIAL PARTNERS

CATALYST FINANCIAL PARTNERS | CATALYST FINANCIAL PARTNERS LLC

CRD#: 299335 / SEC#: 801-114398

RIA

Registered Investment Advisory firm - (12/6/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(8/31/2021)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 8/30/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/31/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/30/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CATALYST FINANCIAL PARTNERS

CATALYST FINANCIAL PARTNERS | CATALYST FINANCIAL PARTNERS LLC

CRD#: 299335 / SEC#: 801-114398

RIA

Registered Investment Advisory firm - (12/6/2018 Approved)

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Contact information

Main Address

One Marina Park Drive 16th Floor, Boston, MA 02210

Mailing Address

Phone number

(617) 239-8101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CATALYST FINANCIAL PARTNERS FORM ADV PART 2A - DISCLOSURE BROCHURE (3/28/2025)

CATALYST FINANCIAL PARTNERS LLC WRAP FEE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,037
AUM (Assets Under Management)	$ 1,021,909,061

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Mark D. Lobello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Lobello's CRS (Customer Relationship Summary).

Certified licenses

Experience

BNY MELLON SECURITIES CORPORATION

BNY MELLON SECURITIES CORPORATION

MBSC, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

CATALYST FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2021

Series 63

Date: 8/31/2000

SIE

Date: 12/31/2015

Series 7

Date: 2/21/2002

Series 6

Date: 8/30/2000

Current Firm

CATALYST FINANCIAL PARTNERS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CATALYST FINANCIAL PARTNERS

TRUST BUT VERIFY

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