Invested Better
Unclaimed

Unclaimed

Unclaimed

Yin chung Huang

Catalytic Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Yin chung? Claim Your Profile

About Yin chung Huang

Yin chung Huang is a financial advisor currently registered with Catalytic Wealth Management. Yin chung Huang has over 10 years of experience in the financial services industry. Yin chung Huang holds a Series 66 license, a Series 7 license and a SIE license and is registered in Washington. Previously Yin chung Huang was registered with J.P. MORGAN SECURITIES LLC and FIRST REPUBLIC SECURITIES COMPANY, LLC. Prior to working in the financial services industry, Yin chung Huang worked for First Republic Bank and First Republic Investment Management, Inc. Catalytic Wealth Management is an SEC registered investment advisor that manages assets for individuals and businesses. The firm's focus is on providing financial planning, portfolio management and selection of other advisors. Catalytic Wealth Management has over $2 billion in assets under management.

Firm Information

Yin chung Huang 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Yin chung Huang’s Registration & Firm History

WA

01/19/2024 - Present

Catalytic Wealth Management (Bellevue WA)

WA

09/29/2023 - 01/20/2024

J.P. MORGAN SECURITIES LLC (Bellevue WA)

WA

03/04/2022 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (Bellevue WA)

Not sure if Yin chung Huang is right for you?

Licenses & Designations

BOTH

Issued 06/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yin chung Huang.
Not sure if Yin chung Huang is right for you?