Natalie Anne Rudis
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions
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
13 years in the industry.
- Beyond PilatesNov 2025 to now
- Raymond James & Associates, Inc.Mar 2022 to now
- Fidelity InvestmentsJul 2021 to Feb 2022
- Kalon Bronze & BodyAug 2019 to Jul 2021
- Office of U.S. Senator Ben SasseMay 2019 to Aug 2019
- Haymarket ParkMay 2018 to Jul 2018
- Texas Christian University - Center for Career & DevelopmentFeb 2018 to May 2021
- Texas Christian UniversityAug 2017 to May 2021
- Lazlo's Brewery and GrillFeb 2017 to Jul 2017
- High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7421653
- Firm CRD
- 705