Natalie R. Anselmo

WHITTIER ADVISORS

NEWPORT BEACH, CA 92660

CRD#: 8267329

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Professional summary

Natalie Rose Anselmo, who also goes by Natalie Anslemo, is a registered financial advisor currently at WHITTIER ADVISORS, LLC located in Newport Beach, California.

Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Natalie has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Natalie Anslemo

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 Natalie Rose Anselmo'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

May 27, 2026 - Present

WHITTIER ADVISORS, LLC

Office #1: 4695 Macarthur Court Suite 1500, Newport Beach, CA 92660

RIA

CRD#: 318024

NEWPORT BEACH, CA

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".

WHITTIER ADVISORS, LLC

BELRIDGE ADVISORS, LLC | WHITTIER ADVISORS, LLC

CRD#: 318024 / SEC#: 801-126237

RIA

Registered Investment Advisory firm - (7/28/2022 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

California
(5/27/2026)

IAR

Nevada
(5/28/2026)

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

State Security Law Exam

IAR

Series 65

Date: 5/6/2026

Uniform Investment Adviser Law Examination

Current Firm

WHITTIER ADVISORS, LLC

BELRIDGE ADVISORS, LLC | WHITTIER ADVISORS, LLC

CRD#: 318024 / SEC#: 801-126237

RIA

Registered Investment Advisory firm - (7/28/2022 Approved)

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Contact information

Main Address

4695 Macarthur Court Suite 1500, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 341-4250

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

WHITTIER ADVISORS ADV 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 1,475,040,057

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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Natalie R. Anselmo

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Rose Anselmo's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHITTIER ADVISORS, LLC

Primary Firm SEC Registration

WHITTIER ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/2026

Current Firm

WHITTIER ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHITTIER ADVISORS, LLC

TRUST BUT VERIFY

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