Natalia De Ugarte Munoz
Investment Adviser Representative at Woodley Farra
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Natalia De Ugarte Munoz is an investment adviser representative with Woodley Farra in Indianapolis, IN, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Woodley Farra ManionJun 2024 – no end date reportedIndianapolis, IN
- Maromo Holdings LPMar 2022 – Jun 2024Santa Cruz
- Stagewood ConsortiumJul 2021 – Mar 2022Miami, FL
- C&m Auditors AND AdministratorsJan 2018 – May 2021Santa Cruz
- UnemployedMay 2021 – Jul 2021Birmingham, AL
- Express OIL Change AND TIRE EngineersMay 2018 – Aug 2018Birmingham, AL
- Samford UniversityAug 2016 – May 2021Birmingham, AL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Woodley Farra
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Indianapolis, IN
- SEC file number:
- 801-50387
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Woodley Farra
10 other advisors in the directory
Similar advisors in Indianapolis, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Natalia De Ugarte Munoz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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