Natasha Zawacki

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-27
MN	RA	APPROVED	2026-03-15

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Saint Paul	MN	05/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Saint Paul	MN	05/2025	Present
Menards	Forest Lake	MN	08/2019	05/2025
St. Catherine University- Katies Closet	St. Paul	MN	08/2023	10/2025
Forest Lake High School	Forest Lake	MN	10/2015	08/2019
Century College	White Bear Lake	MN	08/2019	05/2021
St. Catherine University	St. Paul	MN	09/2021	12/2023

05/2026 → Present

Bank Of America, N.A.

Saint Paul, MN
05/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Paul, MN
08/2019 → 05/2025

Menards

Forest Lake, MN
08/2023 → 10/2025

St. Catherine University- Katies Closet

St. Paul, MN
10/2015 → 08/2019

Forest Lake High School

Forest Lake, MN
08/2019 → 05/2021

Century College

White Bear Lake, MN
09/2021 → 12/2023

St. Catherine University

St. Paul, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-13

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