Natalie Ann Albers

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → Present
  Morgan Stanley
  Chicago, IL
• 08/2013 → 05/2017
  Valparaiso University
  Valparaiso, IN
• 07/2012 → 09/2017
  Hollister Co.
  Orland Park, IL
• 05/2016 → 05/2017
  Valparaiso University - Harre Union
  Valparaiso, IN
• 04/2015 → 05/2017
  Valparaiso University - The Torch
  Valparaiso, IN

Exams

• S66 Uniform Combined State Law Examination
  2018-10-05