Eric Ortiz has been an investment adviser representative at Catalyst Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Catalyst Wealth Management LLC is a Houston, TX firm with $105M under management, 9,549 clients and 25 advisers across 14 offices, as of its September 2026 filing.
Eric Ortiz’s longest registration is the current one, 1 year at Innovation Partners LLC since 2025.
- – present · under a yearHouston, TX · Adviser representative · Firm CRD 329586
- Innovation Partners LLCAlso current– present · 1 yearLubbock, TX · Adviser representative and broker · Firm CRD 146344
Investment adviser representative registrations
Eric Ortiz is registered as an investment adviser representative in Texas, since February 2026.
- TexasSince 18 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 October 2025 |
| Series 7TO | General Securities Representative Examination | 10 July 2025 |
| SIE | Securities Industry Essentials Examination | 4 February 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Eric Noel Ortiz
- CRD
- 8043748
- Firm
- Catalyst Wealth Management · CRD 329586
- Office
- 1880 S DAIRY ASHFORD ROAD, STE 300, Houston, TX 77077
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Eric Ortiz work?
Eric Ortiz is an investment adviser representative registered through Catalyst Wealth Management LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Eric Ortiz a financial advisor?
Yes. Eric Ortiz has a current investment-adviser registration in Texas, through Catalyst Wealth Management since February 2026.
How many years of experience does Eric Ortiz have?
Eric Ortiz has 1 year in the financial industry, since July 2025, across 2 adviser firms.
What exams has Eric Ortiz passed?
Eric Ortiz has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2025.
Where is Eric Ortiz based?
Eric Ortiz’s registered office is in Houston, TX.
Is Eric Ortiz registered with FINRA?
Yes. Eric Ortiz has a current broker registration, under CRD 8043748.
Source: FINRA BrokerCheck
How can I verify Eric Ortiz’s record?
Search CRD 8043748 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Eric Ortiz’s full registration record.
