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Lisa Anne Prezzano

Voya Financial Advisors, Inc.

Boston, MA

Methuen, MA

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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-06
CT RA APPROVED 2025-01-28
NY RA APPROVED 2025-01-28
TX RA APPROVED 2025-01-28
  • MA RA
    APPROVED
    Since 2025-02-06
  • CT RA
    APPROVED
    Since 2025-01-28
  • NY RA
    APPROVED
    Since 2025-01-28
  • TX RA
    APPROVED
    Since 2025-01-28

Branch Locations

121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States

Methuen, MA • 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
Adp Broker-Dealer, Inc. Salem NH 03/2013 11/2018
Adp Inc. Salem NH 03/2013 01/2020
Adp Broker Dealer Inc. Salem NH 01/2019 01/2020
Kronos Lowell MA 01/2020 09/2020
Empower Methuen MA 10/2020 01/2025
Voya Financial Advisors Windsor CT 01/2025 Present
  • 03/2013 → 11/2018
    Adp Broker-Dealer, Inc.
    Salem, NH
  • 03/2013 → 01/2020
    Adp Inc.
    Salem, NH
  • 01/2019 → 01/2020
    Adp Broker Dealer Inc.
    Salem, NH
  • 01/2020 → 09/2020
    Kronos
    Lowell, MA
  • 10/2020 → 01/2025
    Empower
    Methuen, MA
  • 01/2025 → Present
    Voya Financial Advisors
    Windsor, CT
Previous Registrations
  • 2023-03-13 → 2025-01-28
    Empower Advisory Group, Llc
    Andover, MA
    Greenwood Village, CO
    Methuen, MA
  • 2011-08-08 → 2011-12-22
    Investment Professionals, Inc.
    San Antonio, TX
    Tewksbury, MA
  • 2008-06-11 → 2009-08-24
    Aarp Financial
    Tewksbury, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-23
S63 Uniform Securities Agent State Law Examination 1998-07-24
  • S65 Uniform Investment Adviser Law Examination
    2023-02-23
  • S63 Uniform Securities Agent State Law Examination
    1998-07-24
Other Names
  • Lisa Moses
  • Lisa Anne Moses

View on SEC IAPD

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Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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