Robert Philip Natale

Current Employers

Twelve Points Wealth Management

9 Pond Lane Suite 3A, Concord, MA 01742 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-28

MA RA
APPROVED

Since 2025-07-28

Branch Locations

Boston, MA • United States

9 Pond Lane Suite 3A, Concord, MA 01742 • 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

Organization	City	State	From	To
Columbia Management Investment Distributors Inc	Boston	MA	06/2014	07/2019
Extended Travel	Boston	MA	08/2019	12/2019
Own Up	Boston	MA	01/2020	07/2021
Key Realty Group	Boston	MA	11/2021	06/2022
Cross Country Mortgage	Greater Boston	MA	03/2022	09/2022
Gibson Sotheby's	Boston	MA	06/2022	10/2022
North Square Capital	Boston	MA	06/2022	Present
Cameron Real Estate Group	Greater Boston	MA	11/2022	Present
Blake Capital Group	Boston	MA	12/2024	07/2025
Twelve Points Wealth Management	Boston	MA	07/2025	Present
Unemployed	Boston	MA	08/2021	10/2021

06/2014 → 07/2019

Columbia Management Investment Distributors Inc

Boston, MA
08/2019 → 12/2019

Extended Travel

Boston, MA
01/2020 → 07/2021

Own Up

Boston, MA
11/2021 → 06/2022

Key Realty Group

Boston, MA
03/2022 → 09/2022

Cross Country Mortgage

Greater Boston, MA
06/2022 → 10/2022

Gibson Sotheby's

Boston, MA
06/2022 → Present

North Square Capital

Boston, MA
11/2022 → Present

Cameron Real Estate Group

Greater Boston, MA
12/2024 → 07/2025

Blake Capital Group

Boston, MA
07/2025 → Present

Twelve Points Wealth Management

Boston, MA
08/2021 → 10/2021

Unemployed

Boston, MA

Previous Registrations

2021-08-19 → 2023-07-24

Vista Way Advisors

Charlestown, MA
2014-12-08 → 2019-07-17

Columbia Management Investment Advisers, Llc

Boston, MA

Other Businesses

Name of other business: North Square Capital Is business Investment related: Yes Address of other business: 82 Wendall Avenue, Suite 100, Pittsfield, MA 01201 Nature of other business: Real Estate Investing Your position: Founder Start date of relationship: 2022 Approx. # of hours /month devote to other business: 74 Number of hours devoted to other business during securities trading hours: 50 Briefly describe duties: Educating and raising capital on a private real estate debt fund. Name of other business: Blake Capital Group Is business Investment related: Yes Address of other business:4850 Tamiami Trail N, Suite 301, Naples, FL 34103 Nature of other business: Real Estate Investing Your position: Director of Investor Relations Start date of relationship: 2024 Approx. # of hours /month devote to other business: 118 Number of hours devoted to other business during securities trading hours: 110 Briefly describe duties: Educating and raising capital on a variety of different asset classes.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-11-25
S63	Uniform Securities Agent State Law Examination	2014-05-24

S65 Uniform Investment Adviser Law Examination

2014-11-25
S63 Uniform Securities Agent State Law Examination

2014-05-24

Other Names

Robert P Natale

View on SEC IAPD