Best Investors Account Sign in
Inactive

Natalie Colley

Francis Financial

New York, NY

CRD 7407055

Claim This Profile
Employer firm

Francis Financial CRD 128067

$803M regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Francis Financial

39 Broadway Suite 1730, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-23
  • NY RA
    APPROVED
    Since 2021-07-23

Branch Locations

39 Broadway Suite 1730, New York, NY 10006 • 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
OrganizationCityStateFromTo
Francis Financial, Inc. New York NY 01/2015 Present
  • 01/2015 → Present
    Francis Financial, Inc.
    New York, NY
Designations
  • Certified Financial Planner
Other Names
  • Natalie Yvonne Karr
  • Natalie Karr Colley

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor