Natalie Navellier Holden

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2010 → 06/2019
  Touchstone Securities
  Cincinnati, OH
• 06/2010 → 06/2019
  Ifs Financial Services
  Cincinnati, OH
• 07/2019 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX

Other Businesses

*374920 - Women's Masters Network ; Investment related: No; Houston , Texas; Civic/Community:Education:Social & Recreational; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 10/2018; During business hours: 0; After business hours: 10; Business Development/Growth 2. *382578 - Power of Attorney; Investment related; Power of Attorney and Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; During business hours: 0; After business hours: 2. 3. *438651 - Power of Attorney; Investment related -Yes; Pinole, California; 05/2021; During business hours: 0; After business hours: 2.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-02
• S63 Uniform Securities Agent State Law Examination
  2008-07-26

Other Names

• Natalie Navellier
• Natalie Samantha Navellier
• Natalie Holden
• Natalie Navellier Holden
• Natalie S Navellier