Natalie Rose Anselmo
Investment adviser representative at Whittier Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.9BFirm assets
4 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Whittier Advisors, LLCFeb 2026 to now
- Whittier Trust CompanyNov 2024 to Feb 2026
- Steelpeak WealthAug 2023 to Nov 2024
- Boardwalk PicturesMar 2022 to Aug 2023
- Ernst & YoungOct 2021 to Feb 2022
- UnemployedMay 2021 to Sep 2021
- University of ArizonaAug 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Whittier Advisors, LLC
$1.9BAssets managed
30Clients
7Advisers
4 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
- 8267329
- Firm CRD
- 318024