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Linda K Mauzy

Catalytic Wealth Management

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About Linda K Mauzy

Linda Mauzy is a financial advisor with Catalytic Wealth Management. Linda has been in the financial services industry since 1997 and has a broad range of experience. Linda specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Linda Mauzy 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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Linda Mauzy’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

09/09/2021 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (Bellevue WA)

NY

03/20/1997 - 03/23/1999

PIMCO FUNDS DISTRIBUTORS LLC (NEW YORK NY)

NA

12/07/1987 - 08/11/1988

MURPHEY FAVRE, INC.

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Licenses & Designations

BC

Issued 12/28/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/12/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/25/2021

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda K Mauzy.
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