# KATHLEEN ANNE GRACE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FIDUCIARY FAMILY OFFICE, LLC](https://search.stillhousedata.com/firm/326990) | 2023-08-08 | present | Yes |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2012-11-07 | 2023-08-31 | — |
| [EXCELSIOR CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/144485) | 2007-09-12 | 2012-12-19 | — |
| [CARL DOMINO INC.](https://search.stillhousedata.com/firm/131528) | 2005-09-21 | 2007-08-21 | — |
| [CHOREO, LLC](https://search.stillhousedata.com/firm/111221) | 2001-06-12 | 2005-08-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2617554)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2617554.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.