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Darin M Souza

Catalytic Wealth Management

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About Darin M Souza

Darin Souza is an investment advisor representative with Catalytic Wealth Management. Darin has been in the financial services industry since August 2006 and is registered in Massachusetts. Darin has also been a committee member for the Cohasset MA's Community Preservation Committee. Darin has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Darin's previous employers include FIRST REPUBLIC SECURITIES COMPANY, LLC, WELLS FARGO CLEARING SERVICES, LLC, CREDIT SUISSE SECURITIES (USA) LLC, and LEHMAN BROTHERS INC.

Firm Information

Darin Souza 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Darin Souza’s Registration & Firm History

MA

10/12/2023 - Present

Catalytic Wealth Management (CAMBRIDGE MA)

MA

03/02/2018 - 10/02/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)

MA

02/16/2016 - 03/06/2018

WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)

MA

08/08/2008 - 03/08/2016

CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)

MA

08/29/2006 - 08/21/2008

LEHMAN BROTHERS INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darin M Souza.
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