Robert Philip Natale
Investment adviser representative at Twelve Points Wealth Management
12 yearsExperience
1 stateRegistered in
$2.2BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Twelve Points Wealth ManagementJul 2025 to now
- Cameron Real Estate GroupNov 2022 to now
- North Square CapitalJun 2022 to now
- Blake Capital GroupDec 2024 to Jul 2025
- Gibson Sotheby'sJun 2022 to Oct 2022
- Cross Country MortgageMar 2022 to Sep 2022
- Key Realty GroupNov 2021 to Jun 2022
- UnemployedAug 2021 to Oct 2021
- Own UpJan 2020 to Jul 2021
- Extended TravelAug 2019 to Dec 2019
- Columbia Management Investment Distributors IncJun 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Twelve Points Wealth Management
Legal name: Twelve Points Wealth Management LLC
$2.2BAssets managed
821Clients
20Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5537912
- Firm CRD
- 171107