Katherine Dimascolo

Employer firm

Beacon Financial Planning, Inc CRD 175372

$397M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 09/2023
  Merrill Lynch, Pierce, Fenner &Amp; Smith Inc.
  Hyannis, MA
• 09/2023 → 04/2026
  Osaic Institutions, Inc.
  Marstons Mills, MA
• 07/2026 → Present
  Beacon Financial Planning, Inc.
  Hyannis, MA

Previous Registrations

• 2023-10-04 → 2026-04-09
  Osaic Institutions, Inc.
  Marstons Mills, MA
• 2018-07-27 → 2023-09-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
  Hyannis, MA
  New York, NY

Other Businesses

1) Licensed insurance agent; Not investment-related; 540 Main Street, Suite 14, Hyannis, MA, 02601; License maintained for insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours. 2) Sunapeek; Not investment-related; New London, NH. 03257; Rental Property; Property Owner; 10/11/2024; 4 hours per month; 0 during trading hours; Own the property and approve or deny rental inquiries

Exams

• S66 Uniform Combined State Law Examination
  2018-07-26
• S63 Uniform Securities Agent State Law Examination
  2013-01-28

Other Names

• Katherine Sherman
• Katherine Marie Dimascolo
• Katherine Sherman