Lisa Byrne Adamson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 11/2016
  Wells Fargo Advisors
  Salt Lake City, UT
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 06/2021 → Present
  E*Trade Securities Llc
  Sandy, UT
• 06/2021 → Present
  E*Trade Capital Management Llc
  Sandy, UT
• 03/2023 → Present
  Morgan Stanley
  Sandy, UT
• 09/2023 → Present
  Morgan Stanley
  Sandy, UT
• 09/2023 → Present
  Morgan Stanley
  Sandy, UT

Previous Registrations

• 2021-07-19 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Sandy, UT
• 2014-06-10 → 2021-06-22
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Holladay, UT
  Salt Lake City, UT
  Salt Lake City, UT
• 2012-01-13 → 2014-05-27
  Ubs Financial Services Inc.
  Salt Lake City, UT
• 2009-06-01 → 2012-01-19
  Morgan Stanley
  Salt Lake City, UT
• 2007-09-18 → 2009-06-01
  Citigroup Global Markets Inc.
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

(A) 1. CO-TRUSTEE FOR MOTHER'S TRUST 2. INV RELATED 3. 2984 S 50 W BOUNTIFUL, UT 84010 4. MOTHER'S TRUST 5. CO-TRUSTEE 6. START: 10/15/2020 7. 20 HRS/MONTH 8. 0 HRS DURING TRADING. (B) 1. CO-TRUSTEE FOR GRANDPARENT'S TRUST 2. INV RELATED 3. 2984 S 50 W BOUNTIFUL, UT 84010 4. GRANDPARENT'S TRUST 5. CO-TRUSTEE 6. START: 10/30/2020 7. 5 HRS/MONTH 8. 0 HRS DURING TRADING. (C) 1. NO OFFICIAL NAME - (RENTAL PROPERTY OF PERSONAL RESIDENCE) 2. INVT RELATED 3. 2984 S 50 W BOUNTIFUL, UT 84010 4. RENTAL PROPERTY 5.100% OWNERSHIP WITH SPOUSE. 6. START DATE 7/6/2021 7. 28 HRS PER MONTH 8. 0 HRS DURING TRADING 9. ORGANIZING, TRACKING AND ACCEPTING RENTERS AND MAINTAINING PROPERTY. (D) *451731- Trust; Investment related -Yes; Bountiful, Utah; Trust; Trustee/Co-Trustee; 05/2021; During business hours: 0; After business hours: 8;

Exams

• S66 Uniform Combined State Law Examination
  2007-09-05
• S63 Uniform Securities Agent State Law Examination
  1998-09-14

Other Names

• Lisa P Byrne
• Lisa Lynn Peterson
• Lisa Peterson Byrne
• Lisa P Byrne
• Lisa Byrne Adamson
• Lisa B Adamson
• Lisa Adamson