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Lisa Marie Colletti

Aspiriant, LLC

Los Angeles, CA

New York, NY

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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-10
  • NY RA
    APPROVED
    Since 2021-03-10

Branch Locations

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

305 5Th Avenue Suite 3110, New York, NY 10118 • 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
Aspiriant Llc New York NY 01/2015 12/2017
Aspiriant Llc New York NY 01/2018 12/2020
Aspiriant Llc New York NY 01/2021 Present
Previous Registrations
  • 2001-01-24 → 2010-10-08
    Deloitte Investment Advisors Llc
    Cincinnati, OH
    Stamford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-23
  • S65 Uniform Investment Adviser Law Examination
    2000-10-23
Designations

View on SEC IAPD

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