Natalie Kotroba
Natalie Kotroba is a registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 26 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
1991 Summit Park Drive, Orlando, FL, 32810
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2024Customer Dispute
July 2008Other Business Activities
Natalie is a member of the School Finance Committee Board at St. Mary Magdalen Catholic School, where her children attend. This role is uncompensated and requires about 10-20% of her time.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.