linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Abigail Rose Lee

Catalytic Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Abigail? Claim Your Profile

About Abigail Rose Lee

Abigail Rose Lee is an investment advisor representative with Catalytic Wealth Management. Abigail has been in the industry since September 2020, working for both First Republic Securities Company, LLC and Vanguard Marketing Corporation prior to joining Catalytic Wealth Management. Abigail is licensed in Massachusetts and has passed the Series 63, Series 65, Series 7TO, and SIE exams. Abigail specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Abigail Lee is currently registered with Catalytic Wealth Management. Catalytic Wealth Management, based in Cambridge, MA, is a wealth management firm specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. With approximately $2.1 billion in regulatory assets under management, they serve a client base of high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Catalytic Wealth Management

20 UNIVERSITY ROAD

CAMBRIDGE, MA 02138

$2.12B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Abigail Lee’s Registration & Firm History

MA

10/04/2023 - Present

Catalytic Wealth Management (CAMBRIDGE MA)

MA

04/26/2021 - 10/02/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)

PA

09/16/2020 - 04/29/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Abigail Rose Lee is right for you?

Licenses & Designations

IA

Issued 02/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abigail Rose Lee.
Not sure if Abigail Rose Lee is right for you?