Lisa Piazza is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, with 13 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
20975 Swenson Drive, Suite 300, Waukesha, WI, 53186
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is the sole proprietor/owner of retail/online stores since January 2024. This takes about a quarter of Lisa's time after business hours and involves administrative, accounting, business development, customer service, sales/marketing, and other tasks.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Edward JonesBroker
State Registrations45 states
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