Natalie L Ostendorff
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Mofu ShoppeMay 2024 to Aug 2025
- UnemployedJan 2024 to May 2024
- Emerald Holdings LLCMar 2022 to Jan 2024
- Spa TheologyJan 2022 to Mar 2022
- America's BestJul 2020 to Dec 2022
- Market PlaceJul 2020 to Mar 2022
- UnemployedMar 2020 to Jul 2020
- Winstons GrilleJan 2019 to Feb 2020
- Tap WorksOct 2018 to Dec 2019
- UnemployedJul 2018 to Oct 2018
- East Carolina UniveristyAug 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7997494
- Firm CRD
- 7691