Lisa Lettieri, financial advisor Oxford CT
93 score

Lisa Lettieri

CRD Number: 1398003
Current Firm: Ameriprise Financial Services, Inc.

Lisa Lettieri (CRD# 1398003) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Oxford, CT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Oxford, CT Apr 2016 - Current < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2015 - Current 1
Northwestern Mutual Investment Services LLC Westport, CT Jul 2015 - Current 1
Mary Lundstrom Westport, CT Jul 2015 - Aug 2015 < 1
Bank Of America, N.a Westport, CT Nov 2012 - Jun 2015 2
Merrill Lynch Westport, CT Sep 2011 - Jun 2015 3
Bank Of America, N.a. New York, NY Feb 2012 - Nov 2012 < 1
Morgan Stanley Westport, CT Sep 2010 - Sep 2011 1
Unemployed Bethel, CT Jul 2010 - Sep 2010 < 1
Mbs Value Partners New York, NY Jan 2010 - Jul 2010 < 1
Fuelcell Energy Danbury, CT Sep 2005 - Jan 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Lisa D. Lettieri
Phone Number: 612-671-3131
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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