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Eugene Michael Natali Jr.

CFA
CRD# 4783244·Registered 2013 - 2020
Previously Registered: Being a previously registered professional could mean that Eugene is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Eugene Michael Natali JR., CFA, who also goes by Eugene M. Natali Jr., Gene M Natali, was a registered financial advisor. Eugene was a previously registered financial professional and started their career in finance 2013 - 2020. Eugene had worked at 2 firms.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eugene M. Natali Jr., Gene M Natali

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFA
Chartered Financial Analyst

Years of Experience

7 years in the financial services industry

Current & Past Employments

TROUTWOOD, LLC·CRD# 305895
RIA
Pittsburgh, PA
November 13, 2019 - November 4, 2020
C.S. MCKEE, L.P.·CRD# 119167
RIA
Pittsburgh, PA
March 1, 2013 - October 27, 2020

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Current Firm

TL
TROUTWOOD, LLC

TROUTWOOD, LLC

CRD#: 305895 / SEC#: 801-117582

Contact Information

Main Address

Pittsburgh, PA

Documents

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- TROUTWOOD, LLC (1/14/2020)

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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