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Margaret Elizabeth Gallogly

Catalyst Financial Partners

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About Margaret Elizabeth Gallogly

Margaret Elizabeth Gallogly is a registered investment advisor representative with Catalyst Financial Partners. Margaret has over 5 years of experience in the financial services industry. Margaret holds a Series 65 license and is registered with the state of Massachusetts and Texas. Before joining Catalyst Financial Partners, Margaret worked at GW&K Investment Management and BNY Mellon.

Firm Information

Margaret Gallogly 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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Margaret Gallogly’s Registration & Firm History

MA

03/05/2024 - Present

Catalyst Financial Partners (BOSTON MA)

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Licenses & Designations

IA

Issued 02/27/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margaret Elizabeth Gallogly.
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