Natalie Topping Koletic

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 04/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Other Businesses

I* 427583 For profit or not for profit: Entity For Profit Name of outside business organization: Tiger Capital LLC Investment related: yes Address of business: Matthews, NC, 28105 Nature of business: Limited Liability Company Position, title, association: Owner Start date of relationship: 02/01/2009 Number of hours devoted: 1 monthly Number of hours devoted during trading hours: 0 Duties: This is an LLC that is owned and controlled by me and my husband and its purpose is to hold private non-controlling passive interests in LLC's or LP's that own commericial real estate

Exams

• S66 Uniform Combined State Law Examination
  2019-02-01

Other Names

• Natalie Anne Topping
• Natalie Anne Topping-Koletic
• Natalie Koletic