Lisa Hayles (CRD# 6516250) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 8 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trillium Asset Management, LLC | Boston, MA | Jul 2020 - Current | 3 |
| Quasar Distributors, LLC | Milwaukee, WI | Jun 2015 - May 2020 | 4 |
| Boston Common Asset Management | Boston, MA | Sep 2013 - May 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- MA
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Total Assets Under Management4,966MILLIONS
-
Total Number of Accounts2,207ACCOUNTS
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Average Account Value$2,250,116
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
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