Katarina Partalas is a registered investment advisor, based in San Antonio, TX, with 2 years of industry experience.
Location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Titleist Capital, LLCBroker
September 2024 - Present · 1 yr 8 mos
Titleist Asset Management, LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
October 2023 - October 2024 · 1 yr
Morgan StanleyBroker
June 2023 - October 2024 · 1 yr 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.