Unclaimed Profile

Natalie Carol Smith

MANGHAM ASSOCIATES, INC.·CHARLOTTESVILLE, Virginia

Clean recordMANGHAM ASSOCIATES, INC.

630 PETER JEFFERSON PARKWAY, CHARLOTTESVILLE, VA 22911CRD# 5520604Firm CRD# 106300

Profile Verification

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

Identity

Natalie Carol Smith · CHARLOTTESVILLE, VA

Registration

CRD #5520604 · MANGHAM ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Natalie Carol Smith is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with MANGHAM ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MANGHAM ASSOCIATES, INC.

AUM

$840M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MANGHAM ASSOCIATES, INC. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5520604

Firm CRD# 106300

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Natalie Carol Smith offer?

Natalie Carol Smith specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Natalie Carol Smith's credentials?

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

Where is Natalie Carol Smith located?

Natalie Carol Smith is based in CHARLOTTESVILLE, Virginia, working with MANGHAM ASSOCIATES, INC.. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Natalie Carol Smith charge for services?

Natalie Carol Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MANGHAM ASSOCIATES, INC.?

MANGHAM ASSOCIATES, INC. has approximately 10 employees and manages $840M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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