LS
LS

Lisa Strane

32 Years of Experience
Franklin, TN
Broker

Lisa Strane is a registered investment advisor at Morgan Stanley, based in Franklin, TN, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2000 Meridian Boulevard, Suite 290, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lisa has a private placement in Mrs. Pride/Dream Team Racing LLC. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2005 - April 2007 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
Banc of America Investment Services, INC.
January 2004 - October 2005 · 1 yr 9 mos
Banc of America Investment Services, INC.Broker
December 2003 - October 2005 · 1 yr 10 mos
Morgan Stanley
November 2002 - December 2003 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
April 2000 - December 2003 · 3 yrs 8 mos
Painewebber IncorporatedBroker
September 1996 - April 2000 · 3 yrs 7 mos
Wiley Bros.-Aintree Capital, LLCBroker
June 1995 - September 1996 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
August 1993 - June 1995 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.