Natalie Chappius, financial advisor San Diego CA
90 score

Natalie Chappius

CRD Number: 6036818
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Natalie Chappius (CRD# 6036818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. San Diego, CA Feb 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Jan 2015 - Current 1
Edward Jones San Diego, CA Mar 2012 - Jan 2015 2
San Diego County Credit Union San Diego, CA Jun 2002 - Feb 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Natalie Chappius
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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