KATHLEEN ANNE GRACE is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with FIDUCIARY FAMILY OFFICE, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FIDUCIARY FAMILY OFFICE, LLC | 2023-08-08 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2012-11-07 | 2023-08-31 | — |
| EXCELSIOR CAPITAL ADVISORS, LLC | 2007-09-12 | 2012-12-19 | — |
| CARL DOMINO INC. | 2005-09-21 | 2007-08-21 | — |
| CHOREO, LLC | 2001-06-12 | 2005-08-08 | — |