Lynette Lisiewski, financial advisor Forked River NJ

Lynette Lisiewski

CRD Number: 1308308
Current Firm: B. Riley Wealth Advisors, Inc.

Lynette Lisiewski (CRD# 1308308) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Forked River, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
B. Riley Wealth Management Memphis, TN Jul 2022 - Current 1
National Asset Management New York, NY Jun 2019 - Current 4
National Securities Corp New York, NY Jun 2019 - Jul 2022 3
United States Post Office Lakewood, NJ Jan 2019 - Mar 2019 < 1
Kohl's Lanoka Harbor, NJ Nov 2018 - Dec 2018 < 1
Aon Hammonton, NJ Oct 2018 - Oct 2018 < 1
Unemployed Forked River, NJ Jun 2018 - Oct 2018 < 1
Asset Income Management Farmingdale, NJ Apr 2018 - May 2018 < 1
Morgan Stanley Smith Barney New York, NY May 2009 - Jan 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lynette A. Lisiewski
Phone Number: 901-251-1330
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    6,885
    MILLIONS
  • Total Number of Accounts
    20,323
    ACCOUNTS
  • Average Account Value
    $338,770
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
  • Pension consulting services
  • 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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