• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
NATALIA IVANOVA
CRD#: 6549353
IA
Investment Adviser
B
Previous Broker
NEWGEN WEALTHCRD#: 322840 RINCON, PR
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - 2022 (5 years)IANEWGEN WEALTH (CRD# 322840)2022 - Present (2 years)
License(s)

State Registrations

IA
Puerto Rico 8/30/2022

IA
Texas 12/7/2023

Current Registration(s)
IA
NEWGEN WEALTH (CRD#:322840)
RINCON, PR
Registered with this firm since 8/30/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/10/2017 - 08/03/2022 MORGAN STANLEY (CRD#:149777) New York, NY
B
04/10/2017 - 08/03/2022 MORGAN STANLEY (CRD#:149777) New York, NY
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.