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Lisa M Paczkowski

Cerity Partners LLC

Boca Raton, FL

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-09
NY RA APPROVED 2026-06-22
  • FL RA
    APPROVED
    Since 2026-07-09
  • NY RA
    APPROVED
    Since 2026-06-22

Branch Locations

4800 T-Rex Avenue Suite 275, Boca Raton, FL 33431 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Ayco, A Goldman Sachs Co. West Palm Beach FL 09/1996 07/2017
Ubs Financial Services Inc. West Palm Beach FL 10/2017 06/2026
Cerity Partners Llc New York NY 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-30
S65 Uniform Investment Adviser Law Examination 1998-09-15
S63 Uniform Securities Agent State Law Examination 1998-04-27
  • S66 Uniform Combined State Law Examination
    2015-01-30
  • S65 Uniform Investment Adviser Law Examination
    1998-09-15
  • S63 Uniform Securities Agent State Law Examination
    1998-04-27
Designations
Other Names
  • Lisa C Myers
  • Lisa Catherine Myers
  • Lisa Catherine Paczkowski
  • Lisa M Paczkowski
  • Lisa Myers Paczkowski

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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