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Natalie Rose Anselmo

Whittier Advisors, LLC

Newport Beach, CA

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Current Employers
Whittier Advisors, Llc

4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-05-28
CA RA APPROVED 2026-05-27
  • NV RA
    APPROVED
    Since 2026-05-28
  • CA RA
    APPROVED
    Since 2026-05-27

Branch Locations

4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • 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
Whittier Advisors Los Angeles CA 02/2026 Present
Whittier Trust Company Los Angeles CA 11/2024 02/2026
Steelpeak Wealth Woodland Hills CA 08/2023 11/2024
Boardwalk Pictures Santa Monica CA 03/2022 08/2023
Ernst & Young Los Angeles CA 10/2021 02/2022
Unemployed Los Angeles CA 05/2021 09/2021
University Of Arizona Tucson AZ 08/2016 05/2021
  • 02/2026 → Present
    Whittier Advisors
    Los Angeles, CA
  • 11/2024 → 02/2026
    Whittier Trust Company
    Los Angeles, CA
  • 08/2023 → 11/2024
    Steelpeak Wealth
    Woodland Hills, CA
  • 03/2022 → 08/2023
    Boardwalk Pictures
    Santa Monica, CA
  • 10/2021 → 02/2022
    Ernst & Young
    Los Angeles, CA
  • 05/2021 → 09/2021
    Unemployed
    Los Angeles, CA
  • 08/2016 → 05/2021
    University Of Arizona
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-06
  • S65 Uniform Investment Adviser Law Examination
    2026-05-06
Other Names
  • Natalie Anslemo

View on SEC IAPD

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Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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