Natalie ChavesCRD Number: 6272803
Current Firm: Morgan Stanley
Natalie Chaves (CRD# 6272803) is an Investment Advisor Representative working at Morgan Stanley in Winter Park, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley||Orlando, FL||Feb 2014 - Current||4|
|Charles Schwab||Orlando, FL||Nov 2013 - Jan 2014||< 1|
|Michael Kors||Orlando, FL||Jan 2012 - Nov 2013||1|
|Gilly Hicks||Miami, FL||Jan 2011 - Dec 2011||< 1|
|Davison Hotel Company- Hilton||Gainesville, FL||Jun 2010 - Dec 2010||< 1|
|University Of Florida / Santa Fe College||Gainesville, FL||Aug 2006 - May 2010||3|
|Felix Varela High School||Miami, FL||Jan 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV