Natalie Marie Knaus

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-02-13

Branch Locations

Two Urban Center 4890 W Kennedy Blvd #800, Tampa, FL 33609 • United States

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

Organization	City	State	From	To
The Vanguard Group, Inc.	Malvern	PA	01/2022	09/2024
Unemployed	Swarthmore	PA	08/2021	01/2022
Drexel University Thomas R. Kline School Of Law	Philadelphia	PA	08/2020	08/2021
Housing & Community Development Network Of New Jersey	Trenton	NJ	09/2019	09/2020
Pennsylvania State University	University Park	PA	08/2015	12/2018
Unemployed	Swarthmore	PA	12/2018	09/2019
Airport Diner	Ocean City	NJ	05/2018	08/2018
Drexel University Thomas R. Kline School Of Law	Philadelphia	PA	05/2021	08/2021
Unemployed	St Pete Beach	FL	10/2024	02/2025
Equitable Advisors, Llc	New York	NY	02/2025	Present

01/2022 → 09/2024

The Vanguard Group, Inc.

Malvern, PA
08/2021 → 01/2022

Unemployed

Swarthmore, PA
08/2020 → 08/2021

Drexel University Thomas R. Kline School Of Law

Philadelphia, PA
09/2019 → 09/2020

Housing & Community Development Network Of New Jersey

Trenton, NJ
08/2015 → 12/2018

Pennsylvania State University

University Park, PA
12/2018 → 09/2019

Unemployed

Swarthmore, PA
05/2018 → 08/2018

Airport Diner

Ocean City, NJ
05/2021 → 08/2021

Drexel University Thomas R. Kline School Of Law

Philadelphia, PA
10/2024 → 02/2025

Unemployed

St Pete Beach, FL
02/2025 → Present

Equitable Advisors, Llc

New York, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-19
S63	Uniform Securities Agent State Law Examination	2022-03-04