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Melissa Dawn Rosenfeld

Lisch Investment Management LLC

Jersey City, NJ

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Current Employers
Lisch Investment Management Llc

Jersey City, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-01
NY RA APPROVED 2022-04-13
NJ RA APPROVED 2013-07-15
  • FL RA
    APPROVED
    Since 2022-12-01
  • NY RA
    APPROVED
    Since 2022-04-13
  • NJ RA
    APPROVED
    Since 2013-07-15

Branch Locations

105 Greene Street Ste L5, Jersey City, NJ 07302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lisch Investment Services New York NY 01/2001 Present
Securities Service Network, Inc Jersey City NJ 11/2001 10/2016
Lisch & Lisch Llc Jersey City NJ 01/2011 Present
Hudson River Investment Group Jersey City NJ 01/2011 Present
Lisch Investment Management Llc Jersey City NJ 07/2013 Present
Leigh Baldwin & Co., Llc Cazenovia NY 11/2016 Present
  • 01/2001 → Present
    Lisch Investment Services
    New York, NY
  • 11/2001 → 10/2016
    Securities Service Network, Inc
    Jersey City, NJ
  • 01/2011 → Present
    Lisch & Lisch Llc
    Jersey City, NJ
  • 01/2011 → Present
    Hudson River Investment Group
    Jersey City, NJ
  • 07/2013 → Present
    Jersey City, NJ
  • 11/2016 → Present
    Leigh Baldwin & Co., Llc
    Cazenovia, NY
Other Businesses

1)LISCH & LISCH LLC - 105 GREEN ST, STE L5, JERSEY CITY, NJ - PARTNERSHIP 57% OWNERSHIP - CERTIFIED PUBLIC ACCOUNTING FIRM THAT PERFORMS ACCOUNTING AND TAX SERVICES - 01/01/2011 - 94% OF TIME - 125 HR/MO/TRD HRS - CERTIFIED PUBLIC ACCOUNTANT PERFORMING ACCOUNTING AND TAX SERVICES - INVESTMENT RELATED 2) LISCH INVESTMENT MANAGEMENT CORP - 105 GREEN ST, STE L5, JERSEY CITY, NJ - PARTNERSHIP, 57% OWNERSHIP- LICENSED ASSISTANT - 01/01/2011 - 5% OF TIME - 1 HR/TRDNG HRS - ASSIST IN FINANCIAL PLAN PREP/RESEARCH - INVESTMENT RELATED 3) HUDSON RIVER INVESTMENT GROUP LLC - 105 GREEN ST, STE L5, JERSEY CITY, NJ - 57% OWNERSHIP - 01/01/2011 - 1% OF TIME - 1 HR/TRDNG HRS - ASSIST IN FINANCIAL PLAN PREP/RESEARCH - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-28
S63 Uniform Securities Agent State Law Examination 2001-11-19
  • S66 Uniform Combined State Law Examination
    2011-07-28
  • S63 Uniform Securities Agent State Law Examination
    2001-11-19
Other Names
  • Melissa Dawn Lisch

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