Natalie
Cook
Secfi Advisory Limited
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About this Advisor
Natalie Cook is a financial advisor based in New York, New York, working with Secfi Advisory Limited. Natalie has previously held positions at Ellevest, Highland Yoga, Bold American Events, Indigo Road Restaurant Group, In/Pact, Coastal Wealth Management, College Of Charleston, and Secfi Securities, LLC. Natalie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California and New York. Currently, Natalie is part of Secfi Advisory Limited, which operates out of New York, New York. The firm has 2 offices and 15 employees. The firm manages assets totaling $156.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Secfi Advisory Limited includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Secfi Advisory Limited Brokerage Details
$156,316,189
15
139
$1,124,577
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Natalie Cook Work History
Secfi Securities, LLC
Ellevest
Highland Yoga
Bold American Events
In/Pact
Coastal Wealth Management
Indigo Road Restaurant Group
College Of Charleston
Disclosures
Please visit the SEC profile of Natalie Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Secfi Advisory Limited
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
University City, MO
New York, NY
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