LN
LN

Lisa Northrup

23 Years of Experience
Boston, MA
Broker

Lisa Northrup is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 23 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

28 State Street 26th Floor, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lisa is a board member for Saint Michael School Board in Lowell, MA, starting in 2025. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
May 2010 - Present · 16 yrs
Previous Registrations
Morgan Stanley
July 2010 - December 2017 · 7 yrs 5 mos
UBS Financial Services INC.Broker
August 2004 - May 2010 · 5 yrs 9 mos
Wachovia Securities, LLC
August 2004 - August 2004 · 0 mos
Wachovia Securities, LLCBroker
July 2003 - August 2004 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
February 2003 - July 2003 · 5 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.