Lisa Ann Brule

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2009 → Present
  Janney Montgomery Scott Llc
  Philadelphia, PA

Other Businesses

Girl Scout Daisy Troop 2388 Co-Leader, Massapequa, NY. Girl Scout Daisy Troop 2388 Co-Leader (10/2024) - run meetings and mentor young girls. Not investment related, not compensated, 3 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-29
• S63 Uniform Securities Agent State Law Examination
  1998-06-15

Designations

• Certified Financial Planner

Other Names

• Lisa Ann Morra