Lissa McNaughton, financial advisor Albany NY

Lissa McNaughton

CRD Number: 1578960
Current Firm: Atlas Private Wealth Management, LLC

Lissa McNaughton (CRD# 1578960) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Atlas Private Wealth Management, LLC Albany, NY Jan 2019 - Current 3
Atlas Private Wealth Management, LLC Albany, NY Feb 2017 - Dec 2018 1
Bst Wealth Management, LLC Albany, NY Apr 2016 - Feb 2017 < 1
Smf Financial Advisors Albany, NY Jan 2014 - Feb 2017 3
Bst Wealth Management, LLC Albany, NY Jul 2009 - Dec 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Apr 1995
Contact Info for Lissa M. McNaughton
Phone Number: (800) 432-7447
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,144
    MILLIONS
  • Total Number of Accounts
    3,420
    ACCOUNTS
  • Average Account Value
    $334,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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