Christopher Reed Natali

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 03/2014 → Present
  Raymond James Financial Services
  Pittsburgh, PA
• 03/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Pittsburgh, PA
• 03/2014 → Present
  Shorebridge Wealth Management, Llc
  Pittsburgh, PA
• 04/2019 → Present
  N/A - Non-Profit Organization
  Pittsburgh, PA

Previous Registrations

• 2012-12-10 → 2014-03-25
  Hunter Associates Llc
  Pittsburgh, PA

Other Businesses

(1)Name of Business: Mass Mutual / Guardian Address: 600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/22/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling Guardian Disability insurance through a local general agency in Pittsburgh PASelling Mass Mutual Life Insurance to enhance risk protection (2)Name of Business: Shorebridge Wealth Management Address: 600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/03/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Director for DBA, help with management functions of DBA\n\nFinancial advisor (RJFS) working with firm clients (3)Name of Business: The Natali Foundation Address: 700 Bending Oak Lane, pittsburgh, PA, 15238, United States Activity Type: Non profit Position/Title: Director Investment Related: Yes Start Date: 04/22/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as treasurer, and help review and determine charities to receive annual gifts

Exams

• S66 Uniform Combined State Law Examination
  2007-05-14

Designations

• Certified Financial Planner