Lisa Virello is a registered investment advisor at Morgan Stanley, based in Norwell, MA, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
141 Longwater Drive, Suite 102, Norwell, MA, 02061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a board member of South Shore YMCA, a community education and family support organization, since 2002. She dedicates minimal time to reviewing the investment portfolio and ensuring adherence to the investment policy statement.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Washington Square Securities, INC.Broker
Allmerica Investments, INC.Broker
Oppenheimer & CO., INC.Broker
Moseley Securities CorporationBroker
Cigna Securities, INC.Broker
State Registrations16 states
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