Natalie Cetrulo, financial advisor Tampa FL
89 score

Natalie Cetrulo

CRD Number: 6114214
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Natalie Cetrulo (CRD# 6114214) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Tampa, FL Dec 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa, FL Nov 2015 - Current 1
Morgan Stanley Tampa, FL Jul 2014 - Nov 2015 1
Northwestern Mutual Investment Services, LLC Center Valley, PA Jul 2013 - Jul 2014 1
Northwestern Mutual Investment Services, LLC Center Valley, PA Dec 2012 - Jul 2014 1
Northwestern Mutual Investment Services, LLC Center Valley, PA Aug 2012 - Dec 2012 < 1
Brookside Country Club Macungie, PA Apr 2012 - Aug 2012 < 1
Italiano Delite Ii Emmaus, PA Jul 2008 - Aug 2012 4
Lvpa High School Bethlehem, PA Sep 2011 - May 2012 < 1
Parkland High School Allentown, PA Sep 2011 - May 2012 < 1
Bucknell University Lewisburg, PA Aug 2009 - May 2011 1
Bucknell University Lewisburg, PA May 2009 - May 2011 2
Lehigh Carbon Community College Schnecksville, PA Aug 2007 - May 2009 1
Abe Doors & Windows Wescoville, PA Aug 2007 - May 2008 < 1
Uniforce Staffing Allentown, PA Jun 2007 - Oct 2007 < 1
Perkins Allentown, PA Jul 2007 - Sep 2007 < 1
Yocco's Trexlertown, PA Sep 2004 - Jun 2007 2
Emmaus High School Emmaus, PA Jul 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Natalie J. Cetrulo
Phone Number: 800-637-7455
Registered State(s):
  • FL
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
89
Clean Record
This advisor has a clean track record with regulators.

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