Natalie Jo Sinquefield

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

• 11/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 03/2025 → Present
  Bank Of America, N.A.
  Grand Rapids, MI

Other Businesses

I*2930288, Entity Type: , Name of OBA: S D, Address: Grand Rapids, Michigan, 49548, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/30/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3860266, Entity Type, Name of OBA: S K D TOD BENEFICIARIES ON FILE Address: Grand Rapids Michigan 49548 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/02/2026 No Hours: 2 weekly No Hours during trading: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-05
• S63 Uniform Securities Agent State Law Examination
  1999-04-01

Other Names

• Natalie Marschall
• Natalie Jo Downing
• Natalie Jo Marschall
• Natalie Jo Downing