RN
Robert P. Natale
TWELVE POINTS WEALTH MANAGEMENT
Boston, MA
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CRD#: 5537912
RN
Professional summary
Robert Philip Natale, who also goes by Robert P Natale, is a registered financial advisor currently at TWELVE POINTS WEALTH MANAGEMENT located in Boston, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert P Natale
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.
Name of other business: North Square Capital Is business Investment related: Yes Address of other business: 82 Wendall Avenue, Suite 100, Pittsfield, MA 01201 Nature of other business: Real Estate Investing Your position: Founder Start date of relationship: 2022 Approx. # of hours /month devote to other business: 74 Number of hours devoted to other business during securities trading hours: 50 Briefly describe duties: Educating and raising capital on a private real estate debt fund. Name of other business: Blake Capital Group Is business Investment related: Yes Address of other business:4850 Tamiami Trail N, Suite 301, Naples, FL 34103 Nature of other business: Real Estate Investing Your position: Director of Investor Relations Start date of relationship: 2024 Approx. # of hours /month devote to other business: 118 Number of hours devoted to other business during securities trading hours: 110 Briefly describe duties: Educating and raising capital on a variety of different asset classes.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Philip Natale's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 28, 2025 - Present
TWELVE POINTS WEALTH MANAGEMENT
RIA
CRD#: 171107
Boston, MA
Past
August 19, 2021 - July 24, 2023
VISTA WAY ADVISORS
RIA
CRD#: 309652
CHARLESTOWN, MA
Past
December 8, 2014 - July 17, 2019
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
RIA
CRD#: 108257
BOSTON, MA
Past
September 17, 2014 - July 17, 2019
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
BD
CRD#: 840
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TWELVE POINTS WEALTH MANAGEMENT
TWELVE POINTS RETIREMENT ADVISORS | TWELVE POINTS WEALTH MANAGEMENT LLC | TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107 / SEC#: 801-108967
RIA
Registered Investment Advisory firm - (1/23/2017 Approved)Massachusetts
Registered Investment Advisory firm - (1/26/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (2/21/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(7/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TP
TWELVE POINTS WEALTH MANAGEMENT
TWELVE POINTS RETIREMENT ADVISORS | TWELVE POINTS WEALTH MANAGEMENT LLC | TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107 / SEC#: 801-108967
RIA
Registered Investment Advisory firm - (1/23/2017 Approved)Massachusetts
Registered Investment Advisory firm - (1/26/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (2/21/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9 Pond Lane Suite 3a, Concord, MA 01742
Mailing Address
Phone number
(978) 318-9500
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,586 |
| AUM (Assets Under Management) | $ 1,701,535,494 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/25/2025 | ||
| 09/25/2024 |
Red Flags
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.
