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Partner, Senior Lead Advisor · Francis Financial

Natalie Colley

CRD 7407055 · Named on Form ADV at one SEC-registered adviser

At a glance

Francis Financial, an SEC-registered wealth manager based in New York, NY with $803 million in regulatory assets, lists Natalie Colley on its Form ADV as Partner, Senior Lead Advisor.

Firms and roles

  • Francis FinancialPartner, Senior Lead AdvisorWealth manager · New York, NY · $803M in regulatory assets

AtlasMembers

Natalie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Natalie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.