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David Bontecou Wray

Catalyst Financial Partners

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About David Bontecou Wray

David Bontecou Wray is an investment advisor representative with Catalyst Financial Partners. David has over 30 years of experience in the financial services industry. David is also a Chartered Financial Analyst. David provides portfolio management services for individuals and businesses.

Firm Information

David Wray is currently registered with Catalyst Financial Partners. Catalyst Financial Partners is an investment advisor headquartered in BOSTON, MA. The firm manages approximately $827,306,982 in assets for 776 clients, including high-net-worth individuals and individuals other than high-net-worth. They offer portfolio management for businesses and individuals, and participate in wrap fee programs.
Catalyst Financial Partners

ONE MARINA PARK DRIVE

BOSTON, MA 02210

$827.31M

Assets Under Management

Not reported

Total Clients

6

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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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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percentage of assets

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

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David Wray’s Registration & Firm History

FL

07/12/2022 - Present

Catalyst Financial Partners (ST. AUGUSTINE FL)

CT

10/03/1990 - 11/19/1998

ADVEST, INC. (HARTFORD CT)

MA

02/26/1982 - 12/03/1990

TUCKER ANTHONY INCORPORATED (BOSTON MA)

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Licenses & Designations

IA

Issued 06/05/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Bontecou Wray.
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