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Will James Frain

Investment adviser representative at Catalyst Financial Partners
10 yearsExperience
2 statesRegistered in
$1.7BFirm assets
7 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

Experience

10 years in the industry.

  1. Catalyst Financial PartnersSep 2025 to now
  2. Myopia Hunt ClubMay 2025 to Sep 2025
  3. Endicott CollegeAug 2024 to May 2025
  4. Trinity CollegeAug 2022 to Aug 2024
  5. Umass AmherstAug 2020 to Aug 2022
  6. St. John's PrepAug 2016 to Aug 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (MA, TX).

Catalyst Financial Partners

Legal name: Catalyst Financial Partners LLC

$1.7BAssets managed
355Clients
11Advisers
7 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
8259017
Firm CRD
299335
Advisor's SEC record (opens in a new tab)
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