Eugene Covino

CATALYST FINANCIAL PARTNERS

Boston, MA 02210

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CRD#: 7425741

Professional summary

Eugene Covino, CFP® is a registered financial advisor currently at CATALYST FINANCIAL PARTNERS located in Boston, Massachusetts.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eugene has worked at 1 firm .

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.

Clark and Cleveland LLC; not investment-related; 14 Trickett Road, Lynnfield, MA 01940; owner of an income property; manager; started 2020; approximately 3 hours per month, none during securities trading hours; colleting rent, paying bills, and tenant management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Covino'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 19, 2021 - Present

CATALYST FINANCIAL PARTNERS

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

RIA

CRD#: 299335

Boston, MA

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
(8/19/2021)

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

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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Eugene Covino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Covino's CRS (Customer Relationship Summary).

Certified licenses

Experience

CATALYST FINANCIAL PARTNERS

Primary Firm SEC Registration

CATALYST FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

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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