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MZ

Michelle A. Zancanaro

CATALYST FINANCIAL PARTNERS
Boston, MA 02210
Some features on this profile are disabled
CRD#: 7429824
MZ

Professional summary

Michelle Alison Zancanaro is a registered financial advisor currently at CATALYST FINANCIAL PARTNERS located in Boston, Massachusetts.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michelle has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Michelle Alison Zancanaro'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 24, 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".
CF
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
(8/24/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/18/2021
Uniform Investment Adviser Law Examination

Current Firm

CF
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
12

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,037
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.

Company Information

CATALYST FINANCIAL PARTNERS

CRD#: 299335Boston, MA 02210

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