Lisa Cooper is a registered investment advisor at Morgan Stanley, based in Manchester, NH, with 26 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
1155 Elm Street, 6th Floor, Manchester, NH, 03101
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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
Morgan Stanley
November 2011 - Present · 14 yrs 6 mos
Morgan StanleyBroker
November 2011 - Present · 14 yrs 6 mos
Morgan Stanley
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2011 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2011 · 2 yrs
Banc of America Investment Services, INC.
July 2009 - October 2009 · 3 mos
Banc of America Investment Services, INC.
April 2007 - July 2009 · 2 yrs 3 mos
Banc of America Investment Services, INC.Broker
August 2006 - October 2009 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 1999 - September 2006 · 7 yrs
Fidelity Brokerage Services, INC.Broker
January 1999 - June 1999 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.