Natalie Morris

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 08/2024 → 05/2025
  Providence College
  Providence, RI
• 06/2024 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 08/2022 → 05/2024
  Providence College
  Providence, RI
• 05/2022 → 08/2022
  Westminster Swim Club
  Wilmington, DE
• 08/2021 → 05/2022
  Providence College
  Providence, RI
• 05/2021 → 08/2021
  Westminster Swim Club
  Wilmington, DE
• 09/2020 → 05/2021
  Ursuline Academy
  Wilmington, DE
• 05/2020 → 09/2020
  Westminster Swim Club
  Wilmington, DE
• 09/2019 → 05/2020
  Ursuline Academy
  Wilmington, DE
• 05/2019 → 09/2019
  Westminster Swim Club
  Wilmington, DE
• 09/2018 → 05/2019
  Ursuline Academy
  Wilmington, DE
• 05/2018 → 09/2018
  Westminster Swim Club
  Wilmington, DE
• 08/2015 → 05/2018
  All Saints Catholic School And Ursuline Academy
  Wilmington, DE
• 05/2025 → 07/2025
  Unemployed
  Wilmington, DE

Exams

• S66 Uniform Combined State Law Examination
  2025-09-26

Other Names

• Natalie P Morris