James Bedrock
Investment adviser representative at Catalyst Capital Advisors LLC
11 yearsExperience
1 stateRegistered in
$10.3BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Catalyst Capital Advisors LLCSep 2023 to now
- Alt Fund DistributorsJun 2023 to now
- Raymond James Financial Services Advisors Inc.Oct 2019 to May 2023
- Raymond James Financial Services, IncJul 2019 to May 2023
- Alt Fund DistributorsFeb 2018 to Jul 2019
- Benchmark Technologies IntlAug 2017 to Jan 2018
- Prudential Investment Management Services, LLCMar 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Catalyst Capital Advisors LLC
$10.3BAssets managed
19Clients
7Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5782647
- Firm CRD
- 139895