Lisette Montalvo is a registered investment advisor at Morgan Stanley, based in New York, NY, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
55 East 52nd Street, 28th Floor, New York, NY, 10055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisette is the sole proprietor/owner of Neat Home Organizer LLC, a professional organizing business in Whitestone, NY, since November 2020. She dedicates about 10-20% of her time to this investment-related activity after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Lehman Brothers INC.
Lehman Brothers INC.Broker
UBS Warburg LLCBroker
State Registrations53 states
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