Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann Manzolillo is a financial advisor with Simon Quick Advisors, LLC. Lisa Ann has been working in the financial services industry since 2000. Lisa Ann has a Series 7, Series 66, and SIE licenses. Lisa Ann also holds the Certified Financial Planner designation. Lisa Ann has experience providing financial planning, portfolio management, and selection of other advisors services. Lisa Ann specializes in working with high-net-worth individuals, insurance companies, charitable organizations, and pooled investment vehicles. Previously, Lisa Ann worked at MORGAN STANLEY, UBS FINANCIAL SERVICES INC., DEUTSCHE BANK SECURITIES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party managed asset program
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2
NJ
04/15/2021 - Present
Simon Quick Advisors, LLC (MORRISTOWN NJ)
NY
06/01/2009 - 08/22/2016
MORGAN STANLEY (PURCHASE NY)
NY
10/24/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
11/25/2005 - 09/08/2008
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
NY
11/23/2004 - 11/09/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/24/2000 - 09/09/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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