Natalie M Cheung

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2011 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2005-04-13 → 2007-05-23
  Chase Investment Services Corp.
  New York, NY
  New York City, NY

Other Businesses

I*87701 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS:, WEST NEW YORK, NEW JERSEY 7093 NATURE OF BUSINESS: OTHER,UNDER PERSONAL NAME POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/1/2015 NUMBER OF HOURS DEVOTED: 60 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TO GENERATE RENTAL INCOME.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-06

Other Names

• Mo Chi Cheung
• Natalie Mochi Cheung
• Natalie M Cheung
• Mochi N Cheung