Natalia Borziak is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 18 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
Loading...
Location
8701 Bee Caves Road, Suite 300, Austin, TX, 78746
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2021 - Present · 4 yrs 8 mos
Morgan StanleyBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2014 - September 2021 · 7 yrs
Wells Fargo Clearing Services, LLC
September 2014 - September 2021 · 7 yrs
J.P. Morgan Securities LLCBroker
October 2012 - April 2014 · 1 yr 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2014 · 1 yr 6 mos
Chase Investment Services CORP.
June 2011 - October 2012 · 1 yr 4 mos
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
Citigroup Global Markets INC.
December 2006 - May 2009 · 2 yrs 5 mos
Citigroup Global Markets INC.Broker
December 2006 - May 2009 · 2 yrs 5 mos
Citigroup Global Markets INC.
October 2006 - November 2006 · 1 mo
Citigroup Global Markets INC.Broker
February 2006 - November 2006 · 9 mos
Legg Mason Wood Walker, IncorporatedBroker
August 2005 - February 2006 · 6 mos
State Registrations38 states
AKALARAZCACOCTFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSNCNENJNMNYOHOKORPASCTNTXVAVTWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.