Natalina Circelli

REMPART ASSET MANAGEMENT

Montreal, Quebec, H3B2E7

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CRD#: 6009218

Professional summary

Natalina Circelli, who also goes by Natalie Circelli, is a registered financial advisor currently at REMPART ASSET MANAGEMENT .

Natalina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Natalina has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Natalie Circelli

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalina Circelli's CRS (Customer Relationship Summary).

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

June 15, 2021 - Present

REMPART ASSET MANAGEMENT

Office #1: 4 Place Ville Marie Suite 515, Montreal, Quebec, H3B2E7

RIA

CRD#: 154209

Montreal, Quebec,

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".

REMPART ASSET MANAGEMENT

REMPART ASSET MANAGEMENT | REMPART ASSET MANAGEMENT INC.

CRD#: 154209 / SEC#: 801-71594

RIA

Registered Investment Advisory firm - (6/21/2010 Approved)

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

Texas
(6/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

REMPART ASSET MANAGEMENT

REMPART ASSET MANAGEMENT | REMPART ASSET MANAGEMENT INC.

CRD#: 154209 / SEC#: 801-71594

RIA

Registered Investment Advisory firm - (6/21/2010 Approved)

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Contact information

Main Address

4 Place Ville Marie Suite 515, Montreal, Quebec, H3B2E7

Mailing Address

Phone number

(514) 394-2776

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REMPART ASSET MANAGEMENT (12/20/2024)

Regulatory assets under management

Total Number of Accounts	462
AUM (Assets Under Management)	$ 701,134,757

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.

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Natalina Circelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalina Circelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

REMPART ASSET MANAGEMENT

Primary Firm SEC Registration

REMPART ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

REMPART ASSET MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REMPART ASSET MANAGEMENT

TRUST BUT VERIFY

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