Natascha Annamay King

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

• 08/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Other Businesses

I*385477, Entity Type, Name of OBA: Trinidad Rancheria Economic Development Corporatio, Address: Trinidad, CA, 95570, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 07/08/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: Purpose of the entity is to oversee the economic development activities of the Cher-Ae-Heights Indian Community of the Trinidad Rancheria. I currently hold a Board member position, acting as Vice Chair. My responsibilities include attending one reoccurring monthly Board meeting (by phone), ad hoc meetings as needed, voting on actionable items related to the economic development activities of the Cher-Ae-Heights Indian Community of the Trinidad Rancheria.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-03

Other Names

• Natascha Annamay King-Shaw
• Natascha King