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Lead Advisor, CEO, and Chief Compliance Officer · Briaud Financial Advisors

Natalie B. Pine

CRD 5771582 · Named on Form ADV at one SEC-registered adviser

At a glance

Briaud Financial Advisors, an SEC-registered wealth manager based in College Station, TX with $913 million in regulatory assets, lists Natalie B. Pine on its Form ADV as Lead Advisor, CEO, and Chief Compliance Officer, a control person.

Firms and roles

  • Briaud Financial AdvisorsLead Advisor, CEO, and Chief Compliance OfficerWealth manager · College Station, TX · $913M 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.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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.