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Timothy Blaney George

Catalyst Financial Partners

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About Timothy Blaney George

Timothy Blaney George is an investment advisor representative associated with Catalyst Financial Partners in Boston, Massachusetts. Timothy George is a Registered Investment Advisor (IA) in Massachusetts and Texas. Timothy George holds a Series 65 - Uniform Investment Adviser Law Examination. Timothy George has been in the industry since 2010 and has a total of 10 years of experience. Timothy George is also a co-trustee of the Ernest Blaney Dane, Jr. Residuary Trust.

Firm Information

Timothy George 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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Timothy George’s Registration & Firm History

MA

10/03/2024 - Present

Catalyst Financial Partners (BOSTON MA)

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Licenses & Designations

IA

Issued 08/28/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Blaney George.
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