Lisa Dieter (CRD# 4711787) is an Investment Advisor Representative working at Emberhouse, LLC in Chicago, IL and has over 20 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emberhouse, LLC | Chicago, IL | Feb 2017 - Current | 7 |
| Morgan Stanley | Chicago, IL | Nov 2015 - Feb 2017 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Feb 2017 | 2 |
| Morgan Stanley | Glenview, IL | Mar 2014 - Feb 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- IL
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$392,872
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL
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