Dana
Natale

Royal Alliance Associates, Inc

CRD#5885281
Investment Advisor
in Haddonfield, NJ

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About this Advisor

Dana Natale is an investment advisor whose office is in Haddonfield, New Jersey. Currently an investment advisor with Royal Alliance Associates, Inc, they have accrued 10 years of professional experience as a registered advisor. Natale maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Natale can work with clients in New Jersey. During their career, the advisor has held roles at Sii, Nordstrom and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Haddonfield, New Jersey, and has 968 locations across the country. Overall, Royal Alliance Associates, Inc oversees $13 billion in assets dispersed across 62,916 client accounts and employs more than 2,951 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 38,447 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Royal Alliance Associates, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

109 N Haddon Ave
Haddonfield, NJ 08033

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

NJ Average: $10,121,009,343
Total Number of Employees

2,951

NJ Average: 92
Total Number of Accounts

62,916

NJ Average: 6,978
Average Account Size

$200,603

NJ Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dana Natale Work History

Dana has 11 years of experience.

2018 - Present (2 years)

Royal Alliance Associates, Inc

2011 - 2018 (7 years)

Sii

2009 - 2010 (1 year)

Nordstrom

Disclosures

Dana Natale has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Anthony Krncevic
Maumee, OH
Matthew Reichel
Wauchula, FL
Timothy Maurer
Rochester, MI
Gregory Kubinski
Southfield, MI
Christopher Sabatini
Southfield, MI
Andy Engebretsen
Lenoir City, TN
Jarrod Mckee
Greenville, OH
Ajay Anand
Nashville, TN

This content was compiled from the SEC and FINRA.

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