Natalie M Vaughn

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

• 11/2025 → Present
  Morgan Stanley
  Naples, FL
• 03/2024 → 06/2025
  Self-Employed/Rover
  Charlotte, NC
• 08/2023 → 03/2024
  Alloy Personal Training
  Charlotte, NC
• 10/2022 → 08/2023
  Nv Fitness Llc
  Naples, FL
• 04/2020 → 08/2021
  Eastside Animal Clinic
  Naples, FL
• 05/2019 → 03/2020
  Animal Medical Clinic Of St. Charles
  St. Charles, IL
• 04/2015 → 05/2019
  Danada Veterinary Hospital
  Wheaton, IL
• 08/2021 → 10/2022
  Napoli Realty Services, Llc
  Naples, FL
• 06/2025 → 11/2025
  Unemployed
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-04-16

Other Names

• Natalie Vaughn