Investment adviser representative · Woodley Farra
Natalia De Ugarte Munoz
CRD 7978885 · Indianapolis, IN
At a glance
Natalia De Ugarte Munoz is an investment adviser representative with Woodley Farra in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Natalia’s SEC record dates to 2024, about 1 years ago.
Current advisory firm
- Woodley FarraSince November 2024Indianapolis, IN · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Natalia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Woodley Farra
- Ross M. BennettIndianapolis
- Kimberly A. BrightIndianapolis
- Tracy A. ColsonIndianapolis
- Levi I. GatesIndianapolis
- Kyle W. HarlemertIndianapolis
- Michael P. ManionIndianapolis
- Emily M. PyleIndianapolis
- Jared J. RuxerIndianapolis
Every advisor at Woodley Farra →Woodley Farra: assets, clients and custodians →Financial advisors in Indianapolis, IN →Every Woodley Farra advisor in Indianapolis →Advisor Moves: who changed firms this week →