Natalia DigiovanniCRD Number: 5540042
Current Firm: Strategic Advisers, Inc.
Natalia Digiovanni (CRD# 5540042) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Mount Kisco, NY and has over 9 years of experience in the finance industry.
Altium Wealth Management LLC
H. Beck, Inc.
Karagosian Financial Services, Inc.
|Fidelity Brokerage Services LLC||New York, NY||Dec 2009 - Current||8|
|Unemployment||Jacksonville, FL||Feb 2009 - Dec 2009||< 1|
|Fidelity Brokerage Services LLC||Jacksonville, FL||May 2008 - Feb 2009||< 1|
|University Of North Florida||Jacksonville, FL||Sep 2004 - May 2008||3|
|Ruth's Chris Steakhouse||Ponte Vedra, FL||Sep 2006 - Apr 2008||1|
|Outback Steakhouse||Jacksonville, FL||Aug 2003 - Sep 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV