LV
LV

Lisa Vandetti

31 Years of Experience
Garden City, NY
Broker

Lisa Vandetti is a registered investment advisor at Raymond James & Associates, INC., based in Garden City, NY, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

401 Franklin Ave, Suite 320, Garden City, NY, 11530

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2021 - Present · 4 yrs 11 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
November 2002 - September 2016 · 13 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 1998 - November 2002 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - November 2002 · 4 yrs
Lehman Brothers INC.Broker
August 1995 - December 1998 · 3 yrs 4 mos
Salomon Brothers INC.Broker
December 1994 - May 1995 · 5 mos
State Registrations19 states
AZCACOCTDEFLGAMAMDMEMONCNJNYPASCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lisa Vandetti - Financial Advisor | TrueAdvisor