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Natalie Munn

Investment adviser representative at Lancaster
14 yearsExperience
2 statesRegistered in
$8.6MFirm assets
Under 1 yearFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. LancasterJul 2026 to now
  2. Hightower AdvisorsJun 2022 to now
  3. Northwest BankJun 2018 to May 2022
  4. University of PittsburghAug 2015 to Apr 2018
  5. Callahan Ice ArenaNov 2012 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Lancaster

Legal name: Lancaster Labs, LLC

$8.6MAssets managed
25Clients
3Advisers
Under 1 yearIn 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
7611329
Firm CRD
339389
Advisor's SEC record (opens in a new tab)
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