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.
- Catalyst Financial PartnersSep 2025 to now
- Myopia Hunt ClubMay 2025 to Sep 2025
- Endicott CollegeAug 2024 to May 2025
- Trinity CollegeAug 2022 to Aug 2024
- Umass AmherstAug 2020 to Aug 2022
- 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