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Natalie Ann Rivosecchi

Schwab Wealth Advisory, Inc.

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About Natalie Ann Rivosecchi

Natalie Ann Rivosecchi is a financial advisor registered with Schwab Wealth Advisory, Inc. Natalie is a CERTIFIED FINANCIAL PLANNER™ professional. Natalie has been in the financial services industry since August 24, 2010. Natalie holds the Series 66, Series 7, Series 9 and Series 10 securities licenses as well as the SIE exam. Natalie is licensed in 53 states and the District of Columbia. Natalie is also an investment advisor representative in Arizona and Texas. Natalie previously worked with USAA FINANCIAL ADVISORS, INC. and is an owner of HF Management LLC.

Firm Information

Natalie Rivosecchi is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Natalie Rivosecchi’s Registration & Firm History

AZ

01/02/2020 - Present

Schwab Wealth Advisory, Inc. (PHOENIX AZ)

AZ

08/12/2010 - 10/29/2014

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 09/01/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/08/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Natalie Ann Rivosecchi.
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