Natalie Helen Chotiner
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
Are you Natalie Helen Chotiner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vanguard Advisers, Inc.Sep 2026 to now
- The Vanguard Group, Inc.Sep 2026 to now
- Vanguard Advisors, Inc.Sep 2026 to now
- Vanguard Marketing CorporationSep 2026 to now
- Fidelity Brokerage Services, LLCOct 2024 to Aug 2026
- EmpowerApr 2024 to Oct 2024
- Empower Advisory Group, LLCApr 2024 to Oct 2024
- Empower Financial Services, Inc.Apr 2024 to Oct 2024
- Credit Union Investment ServicesJan 2024 to Apr 2024
- SecuJan 2024 to Apr 2024
- Secu Brokerage ServicesJan 2024 to Apr 2024
- Secu Life Insurance CompanyJan 2024 to Apr 2024
- State Employees' Credit UnionJan 2024 to Apr 2024
- Fidelity Brokerage Services, LLCMay 2021 to Jan 2024
- Western Carolina UniversityAug 2018 to Dec 2019
- Wells Financial Management, LLCAug 2016 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 6907137
- Firm CRD
- 106715