Lissa McNaughtonCRD 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.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
|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|
Total Assets Under Management1,144MILLIONS
Total Number of Accounts3,420ACCOUNTS
Average Account Value$334,418
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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