Merrill
44yrs
Top advisor by experience in Santa Rosa
13yrs
Based in Santa Rosa, California, Natalie Castello is a fiduciary financial advisor with 13 years of industry experience. Natalie joined Morgan Stanley in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 283 advisors with offices in Santa Rosa, and one of 262 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office3562 Round Barn Circle 1st Floor, Santa Rosa, CA 95403
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
Contact Natalie
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Natalie. 3562 Round Barn Circle 1st FloorSanta Rosa, CA 95403Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Natalie
Tailored to Natalie’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Natalie
How do I contact Natalie?
Call Morgan Stanley at (914) 225-5510 and ask for Natalie Castello. Natalie works from the Santa Rosa, CA office.
How long has Natalie been a financial advisor?
Natalie has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Natalie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Natalie a fiduciary?
Natalie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Natalie paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Natalie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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