Natalie Munn
Professional Summary
Natalie Munn is a registered financial advisor currently at LANCASTER located in Providence, Rhode Island. Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Natalie has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Natalie joined Hightower as a Client Associate in 2022. Natalie earned her Bachelor of Science degree in Business Management and Economics from the University of Pittsburgh at Bradford. She started her finance career in banking. Natalie and her wife live in Biddeford along with their cats. Natalie enjoys cooking, camping, and traveling. Fun Fact: Natalie studied abroad in Heilbronn, Germany focusing on International Marketing and European Cultures and Management.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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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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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
LANCASTER | LANCASTER LABS, LLC
Contact Information
Main Address
New York, NYPhone Number
(917) 859-2815# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
25AUM (Assets Under Management)
$8,561,710Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(7/13/2026)
(7/14/2026)
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
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) - RIA
Click below to view Natalie Munn's CRS (Customer Relationship Summary).
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