Natalie Ysona

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

• 03/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 03/2018 → Present
  Bank Of America, N.A.
  Miami, FL
• 11/2024 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*3689287 Entity Type: Entity For Profit Name of OBA: Tenantfied Address: Miami, Florida, 33130 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/02/2026 Number of Hours: 15, Weekly Number of Hours during trading: 0, Weekly Duties: Tenantfied is a prospective startup focused on creating a digital platform and mobile application where residential tenants can share reviews of the units, buildings, and landlords associated with their rental experience. The purpose of the platform is to increase transparency in the rental market by providing verified, tenant-generated feedback similar to the review systems used by platforms such as Airbnb or Yelp. Tenant use of the platform would be free. Any potential revenue would come from landlords or property managers who may opt to ¿claim¿ or manage their property profile in order to respond to reviews, add information, or provide updates on improvements. The company is designed as an informational and review-based service; it does not engage in real estate brokerage, leasing activity, or financial services. As the founder of Tenantfied, my responsibilities will focus on providing strategic oversight and managing the early stage setup of the platform. These responsibilities include: Defining the concept, mission, and overall purpose of the tenant review platform. Designing and assembling the application using no code/AI based tools, without engaging in traditional software development or working with external developers. Managing the platforms content framework, including guidelines for tenant reviews and property profiles. Overseeing branding, marketing direction, and user engagement approach as the platform launches. Ensuring the business remains an informational and review based service only, without participating in real estate brokerage, leasing, advisory, or financial services. My role remains entrepreneurial and managerial, focused on concept development and platform oversight, with no involvement in regulated activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-28
• S63 Uniform Securities Agent State Law Examination
  2011-07-29

Other Names

• Natalie Edith Ysona
• Natalie Edith Ysona
• Natalie E Ysona
• Natalie Sherry