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Katarina Gabriella Partalas

Investment Adviser Representative at TITLEIST ASSET MANAGEMENT, LLC

San Antonio, TXCRD #7666592Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Katarina Gabriella Partalas has worked in the securities industry since 2023. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/12/2023
Series 7
General Securities Representative Examination
Passed 6/5/2023
SIE
Securities Industry Essentials Examination
Passed 2/27/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1,000,0001.50%
$1,000,001 – $3,000,0001.25%
$3,000,001 or greater1.00%
Source

Titleist Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TITLEIST ASSET MANAGEMENT, LLCCurrent
9/30/2024San Antonio, TX
MORGAN STANLEY
10/12/202310/3/2024San Antonio, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katarina Gabriella Partalas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Katarina Gabriella Partalas - Financial Advisor in San Antonio, TX | AdvisorFinder