Natalie Young
Natalie Young is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Frisco, TX, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
1 Cowboys Way, Frisco, TX, 75034
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Regulatory History
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 →Other Business Activities
Natalie is a board member and officer for the Frisco Women's League, a non-profit organization. She dedicates a few hours per week to this role, which involves ensuring the integrity of the board's process and representing the League to the community.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Cain, Watters & Associates, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Polaris Greystone Financial Group, LLC
Reilly Financial Advisors
Lighthouse Financial Services INC
Mercer Global Advisors INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Mercer Global Advisors INC.
Metlife Securities INC.Broker
State Registrations51 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.