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Natalie Marie Vela

Truist Advisory Services, Inc.

Westlake, TX

CRD 7844048

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-17

Branch Locations

1301 Solana Blvd Ste 2340, Westlake, TX 76262 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Logan's Roadhouse Fort Worth TX 07/2015 06/2021
Sodexo Fort Worth TX 12/2021 03/2022
Consumer Science Fort Worth TX 01/2023 09/2023
Stericare Solutions Haltom City TX 03/2022 12/2022
Yoh A Day & Zimmerman Fort Worth TX 08/2021 12/2021
Unemployed Fort Worth TX 06/2021 08/2021
Unemployed Fort Worth TX 09/2023 01/2024
Charles Schwab & Co., Inc. Westlake TX 01/2024 07/2025
Truist Investment Sevices, Inc Fort Worth TX 07/2025 Present
  • 07/2015 → 06/2021
    Logan's Roadhouse
    Fort Worth, TX
  • 12/2021 → 03/2022
    Sodexo
    Fort Worth, TX
  • 01/2023 → 09/2023
    Consumer Science
    Fort Worth, TX
  • 03/2022 → 12/2022
    Stericare Solutions
    Haltom City, TX
  • 08/2021 → 12/2021
    Yoh A Day & Zimmerman
    Fort Worth, TX
  • 06/2021 → 08/2021
    Unemployed
    Fort Worth, TX
  • 09/2023 → 01/2024
    Unemployed
    Fort Worth, TX
  • 01/2024 → 07/2025
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 07/2025 → Present
    Truist Investment Sevices, Inc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-16
S63 Uniform Securities Agent State Law Examination 2024-05-07
  • S66 Uniform Combined State Law Examination
    2026-03-16
  • S63 Uniform Securities Agent State Law Examination
    2024-05-07
Other Names
  • Natalie Marie Vela
  • Natalie Maria Vela

View on SEC IAPD

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