Lisa Mackessy
Lisa Mackessy is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Florham Park, NJ, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
500 Campus Dr, Florham Park, NJ, 07932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa owns MRE Ventures LLC, a holding vehicle for real estate investments in NJ, and MRE Jupiter Holdings LLC, a holding vehicle for real estate in Florida, dedicating minimal time to each. She also owns Mindful Sweets LLC, a holding company for private investments in the consumer natural food sector.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations1 state
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