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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Breslin is a financial advisor with Catalytic Wealth Management, with a career in the industry spanning over two decades. David has experience providing investment advisory services to a wide range of clients including individuals, families, businesses and charitable organizations. Catalytic Wealth Management focuses on providing a personalized financial planning experience for their clients, building strong relationships and earning their trust.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/29/2023 - Present
Catalytic Wealth Management (San Francisco CA)
CA
02/26/2016 - 05/19/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
11/09/2005 - 02/17/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
12/06/2001 - 11/09/2005
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 03/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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