Natalie Martin

$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	2024-01-16
NC	RA	APPROVED	2023-12-12

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	01/2023	Present
Rbc Dominion Securities	Waterloo		10/2019	12/2022
Rbc Dominion Securities	Guelph		09/2018	10/2019
Movati Athletic	Waterloo		09/2017	04/2019
I Was A Student During This Timeframe.	Waterloo		01/2013	09/2017

01/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
10/2019 → 12/2022

Rbc Dominion Securities

Waterloo
09/2018 → 10/2019

Rbc Dominion Securities

Guelph
09/2017 → 04/2019

Movati Athletic

Waterloo
01/2013 → 09/2017

I Was A Student During This Timeframe.

Waterloo

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-11

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