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About this Advisor
Lisa Schiffer is a chartered financial consultant working in Atlanta, Georgia, with a total of 15 years of financial industry experience. Schiffer is an advisor for Morgan Stanley. Their career trajectory has included roles at Ha & W Wealth Management, Securities America, Inc, Ha&W Risk Management, Triad Advisors, Inc, Fsc Securities, Purshe Kaplan Sterling Investments, Morgan Stanley and Morgan Stanley Private Bank, National Association. Schiffer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Georgia. Morgan Stanley is a firm based out of Atlanta, Georgia. The investment advisory business has offices in 702 locations and a total of 26,000 advisors. It has $735 billion in assets between its 1,724,668 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 283 charitable organizations. Morgan Stanley provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on which services are provided. Fee types billed by Morgan Stanley may include some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lisa Schiffer Work History
Lisa has 15 years of experience.
Morgan Stanley Private Bank, National Association
Purshe Kaplan Sterling Investments
Triad Advisors, Inc
Securities America, Inc
Ha & W Wealth Management
Ha&W Risk Management
Lisa Schiffer has disclosures.
Please visit their SEC profile for more details.