AdvisorOS Directory
Claim Profile
NR

Natalie Theresa Roberts

BOXER CAPITAL MANAGEMENT, LLC·SAN DIEGO, California
Unclaimed Profile
12860 EL CAMINO REAL, STE 300, SAN DIEGO, CA 92130CRD# 6252039Firm CRD# 330106
01

About

Natalie Theresa Roberts is a registered financial advisor based in SAN DIEGO, California, affiliated with BOXER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BOXER CAPITAL MANAGEMENT, LLC
BOXER CAPITAL MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at BOXER CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6252039
Firm CRD# 330106
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Natalie Theresa Roberts offer?
Natalie Theresa Roberts specializes in Retirement Planning. Contact their office in SAN DIEGO, California for a consultation.
What are Natalie Theresa Roberts's credentials?
Natalie Theresa Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Theresa Roberts located?
Natalie Theresa Roberts is based in SAN DIEGO, California, working with BOXER CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Natalie Theresa Roberts charge for services?
Natalie Theresa Roberts's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOXER CAPITAL MANAGEMENT, LLC?
BOXER CAPITAL MANAGEMENT, LLC has approximately 24 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN DIEGO
Gregg Steven Glaser — FIRST ALLIED SECURITIES, INC.Zachary Bryan Vaughan — FAIRFIELD REALTY ADVISORS LLCMario Modiano — LM CAPITAL GROUP, LLCJeffrey Marc Frankel — LM CAPITAL GROUP, LLCJoel Elliot Marks — FIRST ALLIED SECURITIES, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile