Natalie Knauf
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- UnemployedMay 2024 to Aug 2024
- Babson CollegeAug 2023 to Aug 2024
- Babson AthleticsAug 2023 to May 2024
- Conover Tuttle and PaceMay 2023 to Aug 2023
- Babson AthleticsAug 2022 to May 2023
- Babson CollegeAug 2022 to May 2023
- Griphr ConsultingMay 2022 to Aug 2022
- Babson AthleticsAug 2021 to May 2022
- Babson CollegeAug 2021 to May 2022
- Darby Development LLCMay 2021 to Aug 2022
- Shopper Wharf LLCAug 2019 to Aug 2021
- M2 ConcessionsOct 2016 to May 2020
- Jackson Memorial High SchoolSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7974053
- Firm CRD
- 7691