Lisa Kohut is a CFP-designated registered investment advisor, based in Philadelphia, PA, with 22 years of industry experience.
Location
Citi Private Bank, 1650 MARKET STREET - 31st Floor, Philadelphia, PA, 19103-7322
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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.
Learn about disclosures →Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
February 2017 - Present · 9 yrs 3 mos
Citi Private Alternatives, LLC
February 2017 - Present · 9 yrs 3 mos
Citigroup Global Markets INC.
July 2013 - Present · 12 yrs 10 mos
Citigroup Global Markets INC.Broker
November 2007 - Present · 18 yrs 6 mos
Citigroup Global Markets INC.
November 2007 - Present · 18 yrs 6 mos
Previous Registrations
Wachovia Securities, LLCBroker
June 2005 - December 2005 · 6 mos
Citicorp Investment Services
October 2004 - April 2005 · 6 mos
Citicorp Investment Services
April 2002 - December 2002 · 8 mos
Citicorp Investment ServicesBroker
May 2001 - April 2005 · 3 yrs 11 mos
State Registrations18 states
AZCACOCTDCDEFLGAINMDNJNMNVNYPATXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.