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Mark David Lobello

Catalyst Financial Partners

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About Mark David Lobello

Mark David Lobello is a financial advisor with Catalyst Financial Partners. Mark has been in the industry since 2000 and has extensive experience providing financial advice to both high-net-worth individuals and other individuals. Prior to joining Catalyst Financial Partners, Mark worked at MBSC Securities Corporation. Mark is registered as an investment advisor in Massachusetts and Texas.

Firm Information

Mark Lobello 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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Mark Lobello’s Registration & Firm History

MA

12/07/2021 - Present

Catalyst Financial Partners (BOSTON MA)

MA

05/31/2011 - 12/31/2015

MBSC SECURITIES CORPORATION (BOSTON MA)

MA

07/02/2007 - 06/08/2009

MBSC SECURITIES CORPORATION (BOSTON MA)

NY

04/21/2005 - 07/02/2007

MBSC, LLC (NEW YORK NY)

NY

08/31/2000 - 04/25/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/30/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark David Lobello.
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