Lisa Cannistraci
Lisa Cannistraci is a registered investment advisor at Nationwide Securities, LLC, based in Mount Joy, PA, with 8 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 108 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K - $400K | 0.75% |
| $400K - $500K | 0.70% |
| $500K+ | 0.65% |
Schedule reflects the higher Signature Managed Account program rates. Select Managed Account program rates are lower, ranging from 0.55% down to 0.35%. ProAccount program rates range from 0.65% down to 0.45%.
Fee Estimator
Location
Mount Joy, PA
Get directionsHistory
Regulatory History (1)
Financial
September 2026Other Business Activities
Lisa works in administration for Worth Ave Group in Gahanna, OH, since 2021. This requires about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations51 states
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
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