Natasa Savich

$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
CA	RA	APPROVED	2022-11-15
NY	RA	APPROVED	2022-01-03
CT	RA	APPROVED	2021-08-09
TX	RA	APPROVED_RES	2013-02-26
MI	RA	APPROVED	2010-05-11
IN	RA	APPROVED	2005-08-10

Branch Locations

14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States

Scottsdale, AZ • United States

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

Organization	City	State	From	To
Merrill Lynch Pf&S	Auburn Hills	MI	03/1997	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bloomfield Hills	MI	03/1997	Present

03/1997 → Present

Merrill Lynch Pf&S

Auburn Hills, MI
03/1997 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-08-20

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