linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kim-tieng Tear Baron

Catalytic Wealth Management

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

About Kim-tieng Tear Baron

Kim-tieng Baron is a registered investment advisor representative with Catalytic Wealth Management, based in Bellevue, Washington. Kim-tieng has been in the industry since September 2016. Prior to joining Catalytic Wealth Management, Kim-tieng worked at J.P. Morgan Securities LLC and First Republic Securities Company, LLC. Kim-tieng holds Series 66, Series 7 and SIE licenses.

Firm Information

Kim-tieng Baron 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.

Kim-tieng Baron’s Registration & Firm History

WA

01/19/2024 - Present

Catalytic Wealth Management (Bellevue WA)

WA

09/29/2023 - 01/20/2024

J.P. MORGAN SECURITIES LLC (Bellevue WA)

WA

12/08/2021 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (Bellevue WA)

WA

09/11/2017 - 12/16/2021

UBS FINANCIAL SERVICES INC. (Bellevue WA)

Not sure if Kim-tieng Tear Baron is right for you?

Licenses & Designations

BOTH

Issued 11/20/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kim-tieng Tear Baron.
Not sure if Kim-tieng Tear Baron is right for you?