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Natalie A Castello

Morgan Stanley

Santa Rosa, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-09
CA RA APPROVED 2022-06-23
  • TX RA
    APPROVED
    Since 2022-08-09
  • CA RA
    APPROVED
    Since 2022-06-23

Branch Locations

3562 Round Barn Circle 1St Floor, Santa Rosa, CA 95403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Santa Rosa CA 03/2008 07/2021
Morgan Stanley Smith Barney Llc Santa Rosa CA 05/2022 Present
Unemployed Santa Rosa CA 07/2021 05/2022
Morgan Stanley Private Bank, N.A. New York NY 05/2022 Present
  • 03/2008 → 07/2021
    Morgan Stanley Smith Barney Llc
    Santa Rosa, CA
  • 05/2022 → Present
    Morgan Stanley Smith Barney Llc
    Santa Rosa, CA
  • 07/2021 → 05/2022
    Unemployed
    Santa Rosa, CA
  • 05/2022 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-23
S63 Uniform Securities Agent State Law Examination 2013-08-02
  • S65 Uniform Investment Adviser Law Examination
    2022-06-23
  • S63 Uniform Securities Agent State Law Examination
    2013-08-02
Other Names
  • Natalie Ann Troedson
  • Natalie Ann Castello

View on SEC IAPD

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JENNIFER LEE KNAPP
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MATTHEW MARK DAVIS
JEFFREY DONALD OLE GOSPE
PAMELA LYNN KEZER

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Santa Rosa, CA
CALDWELL SUTTER CAPITAL, INC. · Santa Rosa, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
WELLS FARGO CLEARING SERVICES, LLC · SANTA ROSA, CA
EDWARD JONES · SANTA ROSA, CA
FOCUS PARTNERS WEALTH, LLC · SANTA ROSA, CA
FOCUS PARTNERS WEALTH, LLC · SANTA ROSA, CA
LPL FINANCIAL LLC · SANTA ROSA, CA

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