Lisa
Grady-Strange
Rivertree Advisors, LLC
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About this Advisor
Lisa Grady-Strange is a financial advisor who works out of Winter Park, Florida with 7 years of industry experience. Grady-Strange is an advisor for Rivertree Advisors, LLC. During their career, Grady-Strange has held roles at Rivertree Advisors, LLC and Fay Hu D.M.D. Grady-Strange maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Florida. Rivertree Advisors, LLC is a financial advisory firm operating out of Winter Park, FL. The firm has just three people on staff. It administers $162 million in total assets between its 332 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 332 customer accounts, 26% belong to high-net-worth investors who have at least $1 million in investable assets. Rivertree Advisors, LLC has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually depend on the services provided. Fee types billed by Rivertree Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rivertree Advisors, LLC Brokerage Details
$162,354,658
3
332
$489,020
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lisa Grady-Strange Work History
Lisa has been registered as a financial advisor for 7 years.*
Rivertree Advisors, LLC
Fay Hu D.M.D
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lisa Grady-Strange to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rivertree Advisors, LLC
Boulder, CO
Winter Park, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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