Lisa Puntillo is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Two Jericho Plaza, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa serves as an executor/co-executor for an estate since February 2020, dedicating minimal time during business hours. She also serves as a trustee/co-trustee for a trust since May 2020, dedicating about 10-20% of her time during business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., INC.Broker
State Registrations21 states
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