Lisa Caulton is a registered investment advisor at Morgan Stanley, based in Manchester, NH, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1155 Elm Street, 6th Floor, Manchester, NH, 03101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa serves as a trustee/co-trustee for a trust since March 2022, dedicating minimal time outside business hours. She is also involved with another trust since January 2027, requiring minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations40 states
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