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Natalie Gross
13 Years of Experience
St. Louis, MO
1 DisclosureBroker
Natalie Gross is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
One North Jefferson Avenue, Mail Code: H0004-05E, St. Louis, MO, 63103
Get directionsHistory
Regulatory History (1)
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Financial
August 2016Final
Other Business Activities
Natalie serves as the executor for her grandfather's estate. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors
January 2018 - Present · 8 yrs 4 mos
Wells Fargo Clearing Services, LLC
August 2014 - Present · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
RBC Capital Markets, LLCBroker
April 2012 - August 2014 · 2 yrs 4 mos
State Registrations12 states
ARCAFLMAMENYPARIUTVAVTWA
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.