Lisa
Schiffer

Morgan Stanley

CRD#1629293
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

5 Concourse Parkway - Suite 2000
Atlanta, GA 30328

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

GA Average: $7,464,549,021
Total Number of Employees

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA Average: $1,917,921

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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
  • Other

Lisa Schiffer Work History

Lisa has 15 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2014 - Present (5 years)

Morgan Stanley

2012 - 2014 (2 years)

Purshe Kaplan Sterling Investments

2010 - 2012 (2 years)

Fsc Securities

2009 - 2010 (1 years)

Triad Advisors, Inc

2005 - 2009 (4 years)

Securities America, Inc

2003 - 2014 (11 years)

Ha & W Wealth Management

2003 - 2014 (11 years)

Ha&W Risk Management

Disclosures

Lisa Schiffer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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