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Natalie Koehl

13 Years of Experience
Baton Rouge, LA
Broker

Natalie Koehl is a registered investment advisor at Morgan Stanley, based in Baton Rouge, LA, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

400 Convention Street, Suite 400, Baton Rouge, LA, 70802

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Natalie is a member of Koehl Consulting, LLC, which provides consulting, computer, and software development services. This activity is investment-related, but takes minimal time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2013 - Present · 13 yrs 1 mo
Morgan StanleyBroker
March 2013 - Present · 13 yrs 2 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.