Natalia Avila
Natalia Avila is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Santa Clarita, CA, with 8 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
24200 Magic Mountain Pkwy, Santa Clarita, CA, 91355
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Regulatory History (1)
Customer Dispute
March 2025Other Business Activities
Natalia co-owns a rental property with family members since 2020, dedicating minimal time. Natalia is also the sole owner of another rental property since January 2025, dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.