Isaac Louis Goldowitz
Investment adviser representative at Natural Investments
8 yearsExperience
1 stateRegistered in
$2BFirm assets
21 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- Natural InvestmentsOct 2024 to now
- Northwestern Mutual Wealth Management CompanyJul 2024 to Oct 2024
- Northwestern Mutual Investment Services LLCApr 2024 to Oct 2024
- Northwestern Mutual Life Insurance CompanyJul 2023 to Oct 2024
- UnemployedFeb 2023 to Jul 2023
- Argo BlockchainMar 2022 to Jan 2023
- UnemployedFeb 2022 to Feb 2022
- Manulife SecuritiesFeb 2020 to Jan 2022
- Seratos ConsultingFeb 2019 to Jan 2020
- Mcgill UniversityOct 2018 to Jan 2019
- Cafe 45May 2018 to Sep 2018
- Mcgill UniversityNov 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Natural Investments
Legal name: Natural Investments Pbllc
$2BAssets managed
1,277Clients
23Advisers
21 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
- 7768538
- Firm CRD
- 113348