Lisa Vilardi is a registered investment advisor, based in Rye Brook, NY, with 26 years of industry experience.
Location
800 Westchester Ave. Suite S-714, Rye Brook, NY, 10573
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa is the Vice President of Retirement Services at AssuredPartners Northeast, LLC, an insurance agency, dedicating about a quarter of her time to managing the retirement services department. She also holds the same position at Assured Partners, which acquires property/casualty agencies and employee benefits firms, but spends no time on this role.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Cetera Advisor Networks LLCBroker
Tower Square Securities, INC.Broker
Nationwide Advisory Services, INC.Broker
State Registrations15 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.