Natalie Jayne Volpitta

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 06/2020
  Raymond James
  St. Petersburg, FL
• 05/2017 → 05/2018
  Enterprise Holdings
  Gainesville, FL
• 09/2016 → 12/2017
  Aramark
  Gainesville, FL
• 05/2016 → 08/2016
  Cmi Packaging
  Tampa, FL
• 06/2020 → 01/2025
  Lpl Financial Llc
  Tampa, FL
• 01/2025 → Present
  Raymond James & Associates, Inc
  Saint Petersburg, FL

Previous Registrations

• 2023-04-19 → 2025-01-09
  Lpl Financial Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-14
• S66 Uniform Combined State Law Examination
  2020-08-14

Designations

• Certified Financial Planner