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Lissett Weinmann

21 Years of Experience
McLean, VA
Broker

Lissett Weinmann is a registered investment advisor at Blackrock Investment Management, LLC, based in McLean, VA, with 21 years of industry experience. Lissett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

McLean, VA

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History

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.

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Other Business Activities

Lissett is a board member of the Latino Economic Development Center, a non-profit organization, advising on strategy. This requires minimal time.

Employment History
Current Registrations
Blackrock Investment Management, LLC
January 2022 - Present · 4 yrs 6 mos
Blackrock Investments, LLC
September 2021 - Present · 4 yrs 10 mos
Blackrock Investments, LLCBroker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
April 2009 - September 2021 · 12 yrs 5 mos
Goldman, Sachs & CO.Broker
October 2008 - March 2009 · 5 mos
MML Investors Services, INC.
October 2007 - October 2008 · 1 yr
MML Investors Services, INC.Broker
October 2007 - October 2008 · 1 yr
Park Avenue Securities LLC
July 2007 - September 2007 · 2 mos
Park Avenue Securities LLCBroker
June 2007 - September 2007 · 3 mos
Citicorp Investment Services
September 2004 - March 2007 · 2 yrs 6 mos
Citicorp Investment ServicesBroker
May 2004 - March 2007 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lissett Weinmann - Financial Advisor | TrueAdvisor