Natalie Lynne Truty

Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2015 → Present
  Wealthspire Advisors
  New York, NY

Other Businesses

Since its incorporation on 03/27/2019, I have served as Secretary and Registered Agent to Jacobs Sisters, Inc., a domestic business corporation registered in New York State. This is an investment-related business. I devote less than 5 hours per month to these roles.

Designations

• Certified Financial Planner