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NM

Natalie F. Miller

GRIT AND LAVENDER FINANCIAL PLANNING
BRIGHTON, MI
Some features on this profile are disabled
CRD#: 5755954
NM

Professional summary

Natalie Fay Miller, who also goes by Natalie F Greenough, Natalie F Miller, Natalie Miller, is a registered financial advisor currently at GRIT AND LAVENDER FINANCIAL PLANNING located in Brighton, Michigan.

Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Natalie has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Natalie F Greenough | Natalie F Miller | Natalie Miller

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.
- Natalie Miller is the Owner of Grit and Lavender LLC (located in Brighton, MI) which provide non-securities related consulting, educational and coaching services. This activity accounts for approximately 10% of her time on an as needed basis. This activity began in 2019. - Natalie Miller is a Small Business Coach for HUUB LLC, (located in Phoenix, AZ) which provides non-securities related virtual coaching and small business guidance to new or emerging entrepreneurs. This activity accounts for approximately 1-5 hours per month, less than 5% of of my working time. This activity began in 2023 - Natalie Miller is a virtual Instructor with CERIFI LLC/Pass Perfect (located in Alpharetta, GA), helping individuals prepare for securities licensing exams. This activity accounts for a weekly time commitment of 2-15 hours per week, scheduled at various times & lengths throughout the week. Our expected class schedule is created couple weeks in advance and is schedule around client meetings. Clients are still will still have ongoing access to me throughout the trading day. This activity began in 2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Fay Miller'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®
None

Experience

Current

February 10, 2020 - Present

GRIT AND LAVENDER FINANCIAL PLANNING

RIA
CRD#: 305656
BRIGHTON, MI
Past

February 27, 2019 - June 5, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
ANN ARBOR, MI
Past

February 12, 2019 - June 5, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ANN ARBOR, MI
Past

February 27, 2018 - January 8, 2019

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
BRIGHTON, MI
Past

February 27, 2018 - January 8, 2019

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
BRIGHTON, MI
Past

September 29, 2017 - February 7, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FARMINGTON HILLS, MI
Past

September 14, 2017 - February 7, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FARMINGTON HILLS, MI
Past

October 1, 2012 - October 31, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BLOOMFIELD HILLS, MI
Past

March 4, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NOVI, MI

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
Michigan
(2/10/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/12/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/14/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/3/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GA
GRIT AND LAVENDER FINANCIAL PLANNING
GRIT AND LAVENDER FINANCIAL PLANNING | GRIT AND LAVENDER FINANCIAL PLANNING LLC

CRD#: 305656 / SEC#:

Michigan
Registered Investment Advisory firm - (2/10/2020 Approved)
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Contact information

Main Address
Brighton, MI
Mailing Address
Phone number
(810) 206-3050
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts8
AUM (Assets Under Management)$ 773,694

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.

Company Information

GRIT AND LAVENDER FINANCIAL PLANNING

CRD#: 305656Brighton, MI

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