Unclaimed
Mary Lisanti is an investment advisor representative who has been in the industry since 1979. Mary is registered with Lisanti Capital Growth LLC and holds a Series 7 and Series 6 licenses as well as a Series 65 license. Mary is also a Chartered Financial Analyst. Mary's experience includes working at several firms, including CANACCORD ADAMS INC., LIEBER & COMPANY, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, SHEARSON LEHMAN HUTTON INC., E. F. HUTTON & COMPANY INC and L. F. ROTHSCHILD, UNTERBERG, TOWBIN.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/30/2021 - Present
Lisanti Capital Growth LLC (NEW YORK NY)
NY
12/06/2006 - 04/18/2007
CANACCORD ADAMS INC. (NEW YORK NY)
NY
07/03/1990 - 02/02/1993
LIEBER & COMPANY (WHITE PLAINS NY)
NJ
11/07/1988 - 05/08/1990
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/07/1988 - 11/26/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
05/05/1983 - 03/07/1988
E. F. HUTTON & COMPANY INC
NA
08/12/1980 - 04/20/1983
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
10/24/1979 - 05/23/1980
E. F. HUTTON & COMPANY INC
IA
Issued 10/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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