WG
William Grinnell
from Catalytic Wealth Management
William Grinnell is a financial advisor based in Massachusetts, Cambridge,
with 36 years of experience. William currently works for
Catalytic Wealth Management.
William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Grinnell works at Catalytic Wealth Management
Catalytic Wealth Management is a financial advisory firm based in Cambridge, Massachusetts. It currently has approximately $1,000,426,129 of assets under management and employs about 16 people. Catalytic Wealth Management uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
20 University Road, 4th Floor, Cambridge, Massachusetts, 2138
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