Lisa Vedder (CRD# 1361670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 33 years of experience in the finance industry.
CRD# 3173507
Ivy Ridge Asset Management, LLC
Score
106
CRD# 6505461
Guide Wealth Management
Score
99
CRD# 2647499
Ameriprise Financial Services, Inc.
Score
98
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America,na | Poughkeepsie, NY | Nov 2009 - Current | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Poughkeepsie, NY | May 1984 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1985 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- TX
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Total Assets Under Management639,574MILLIONS
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Total Number of Accounts1,831,494ACCOUNTS
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Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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