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Leigh Flor

Catalytic Wealth Management

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About Leigh Flor

Leigh Flor is a registered investment advisor representative in Washington. Leigh currently works at Catalytic Wealth Management, a firm headquartered in Cambridge, MA. Leigh has been in the financial industry since 2005. Previous firms Leigh has worked at include J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Leigh is a Series 66 and Series 7 licensed holder.

Firm Information

Leigh Flor 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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Leigh Flor’s Registration & Firm History

WA

01/19/2024 - Present

Catalytic Wealth Management (Bellevue WA)

WA

09/29/2023 - 02/06/2024

J.P. MORGAN SECURITIES LLC (Bellevue WA)

WA

02/14/2020 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (Bellevue WA)

WA

01/03/2011 - 02/20/2020

WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)

WA

01/10/2008 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)

CA

11/04/2005 - 02/21/2006

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 10/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leigh Flor.
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