Natalie Louise Tite

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

• 10/2015 → 01/2022
  Raymond Jamwes Financial Servives, Inc.
  Troy, MI
• 10/2015 → 01/2022
  Mcfawn Financial Services Group Llc
  Troy, MI
• 01/2022 → Present
  Morgan Stanley Smith Barney Llc
  Grosse Pointe Farms, MI

Other Businesses

*521110 - Tite Wheels, LLC; Investment related: Yes; Harrison Twp., Michigan; Automotive/Transportation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 20; Others

Exams

• S66 Uniform Combined State Law Examination
  2022-03-21
• S63 Uniform Securities Agent State Law Examination
  2015-04-13

Other Names

• Natalie Lousie Tite