Lisa Schiffer is a ChFC-designated registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 38 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328
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Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
March 2006Other Business Activities
Lisa is involved with a trust in Marietta, GA, starting in January 2061. This investment-related activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Fsc Securities CorporationBroker
Triad Advisors, INC.Broker
Securities America, INC.Broker
Ha&w Wealth Management, LLC
Cap Pro Brokerage Services, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Sanford C. Bernstein & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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