Natalie L Ostendorff

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

• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 05/2024 → 08/2025
  Mofu Shoppe
  Raleigh, NC
• 01/2024 → 05/2024
  Unemployed
  Raleigh, NC
• 03/2022 → 01/2024
  Emerald Holdings Llc
  Raleigh, NC
• 07/2020 → 12/2022
  America's Best
  Asheville, NC
• 01/2022 → 03/2022
  Spa Theology
  Asheville, NC
• 03/2020 → 07/2020
  Unemployed
  Asheville, NC
• 07/2020 → 03/2022
  Market Place
  Asheville, NC
• 10/2018 → 12/2019
  Tap Works
  Raleigh, NC
• 01/2019 → 02/2020
  Winstons Grille
  Raleigh, NC
• 07/2018 → 10/2018
  Unemployed
  Raleigh, NC
• 08/2014 → 07/2018
  East Carolina Univeristy
  Greenville, NC

Other Businesses

MOFU Shoppe, the business is not investment related, business address: 321 Blount St, Raleigh NC, 27601The business is a restaurantI am the hostess hostess on the weekends at MOFU start date of May 2024approximately 30 hours a month devoted to this businessI seat people when they come into the restaurant. I work weekends as a means of additional income. I*: 2578282 Entity Type: fiduciary Name of OBA: SB Address: Raleigh, North Carolina 27608 Investment Related: n Position, Title, Association: Power of Attorne Employee Start Date: 04/01/2025No Hours: No Hours during trading:0 Duties: Power of Attorney

Exams

• S66 Uniform Combined State Law Examination
  2026-03-23