Unclaimed Profile

Natalie Carol Picha

ROYAL HARBOR PARTNERS, LLC·HOUSTON, Texas

SIE, Series 6, Series 7, Series 31, Series 63, Series 66Clean record14 years registeredROYAL HARBOR PARTNERS, LLC

12000 AEROSPACE AVENUE, HOUSTON, TX 77034CRD# 4872580Firm CRD# 304735

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Natalie Carol Picha · HOUSTON, TX

Registration

CRD #4872580 · ROYAL HARBOR PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

RHP WEALTH MANAGEMENT

Aug 2019 – present

PKS ADVISORY SERVICES, LLC

Jul 2019 – Aug 2019

ALBANY, NY

PKS ADVISORY SERVICES, LLC

Jun 2019 – Jun 2019

ALBANY, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2013 – Jun 2019

HOUSTON, TX

MORGAN STANLEY

Nov 2011 – May 2013

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · November 3, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROYAL HARBOR PARTNERS, LLC

CRD 304735 · SEC 801-116961

AUM

$264M

Regulatory assets under management

Employees

551 client accounts

Services offered by ROYAL HARBOR PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROYAL HARBOR PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Natalie Carol Picha offer?

Natalie Carol Picha specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Natalie Carol Picha's credentials?

Natalie Carol Picha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Natalie Carol Picha located?

Natalie Carol Picha is based in HOUSTON, Texas, working with ROYAL HARBOR PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Natalie Carol Picha charge for services?

Natalie Carol Picha's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROYAL HARBOR PARTNERS, LLC?

ROYAL HARBOR PARTNERS, LLC has approximately 7 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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