LM
LM
Lisa Mirabella is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 19 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
13024 Ballantyne Corporate Place, Suite 150, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
October 2011Customer Dispute
May 2008Denied
Other Business Activities
Lisa works for Doordash and Instacart, both retail/online stores, outside of business hours. She spends a few hours per week on Doordash and a few hours per week on Instacart.
Employment History
Current Registrations
Morgan Stanley
November 2012 - Present · 13 yrs 6 mos
Morgan StanleyBroker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - October 2012 · 0 mos
J.P. Morgan Securities LLCBroker
October 2012 - October 2012 · 0 mos
Chase Investment Services CORP.
October 2009 - October 2012 · 3 yrs
Chase Investment Services CORP.Broker
September 2009 - October 2012 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - December 2008 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2006 - December 2008 · 2 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.