Natalie Grace Kelly

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

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 11/2017 → 05/2020
  Cottone Wealth Management
  Columbia, MO
• 06/2019 → 08/2019
  William Blair & Company, Llc
  Chicago, IL
• 05/2018 → 09/2018
  Royal And Reese Boutique
  Normal, IL
• 05/2017 → 05/2018
  The Club At Old Hawthorne
  Columbia, MO
• 08/2016 → 05/2017
  University Of Missouri
  Columbia, MO
• 05/2018 → 06/2018
  Florence University Of Arts
  Florence
• 08/2020 → Present
  Bank Of America, N.A.
  Chicago, IL

Other Businesses

I*781236 For profit or not for profit: Entity Charitable Name of outside business organization: Misericordia Women's League Investment related: N Address of business: Chicago, Illinois, 60660 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 10/23/2021 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , On the women's league that volunteers and raises funds for Misericordia- a non-profit organization that offers care and housing for people with mild to profound developmental disabilities.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-01

Other Names

• Natalie Grace Cozzi
• Natalie Cozzi
• Natalie G. Kelly