Lisa Fiorito Mackessy

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2010 → 09/2024
  Citigroup Global Markets Inc/Citi Private Bank
  New York, NY
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ

Previous Registrations

• 2011-01-03 → 2024-10-21
  Citigroup Global Markets Inc.
  New York, NY
  Short Hills, NJ
  Washington, DC
  Greenwich, CT
  Madison, NJ

Other Businesses

I*: 2039290 Entity Type: Entity For Profit Name of OBA: MRE Ventures LLC Address: Madison, NJ, 07940 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/06/2016 No Hours: 2hr/yr No Hours during trading:0 Duties: MRE Ventures LLC is holding vehicle for real estate investments only. MRE Ventures LLC currently owns investment real estate in NJ. I have limited active involvement in the management of the property. I*: 2040274 Entity Type: Entity For Profit Name of OBA: MRE Jupiter Holdings LLC Address: Madison, NJ, 07940 Investment Related: No Position, Title, Association: Owner Employee Start Date: 12/29/2023 No Hours: 1 No Hours during trading: 0 Duties: MRE Jupiter Holdings LLC is a holding vehicle only for my real estate located in Jupiter, Florida. I have very limited active involvement, as the property is only rented out a few times per year I*: 2040276 Entity Type: Entity for Profit Name of OBA: Mindful Sweets LLC Address: Madison, NJ, 07940 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/03/2024 No Hours: 2hr/yr No Hours during trading: Duties: Mindful Sweets LLC is a holding company for private investments in the consumer natural food sector. As this is a new entity, there are no investments currently held by the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-29
• S63 Uniform Securities Agent State Law Examination
  2006-11-11

Other Names

• Lisa Fiorito
• Lisa Danielle Fiorito
• Lisa Danielle Mackessy
• Lisa Danielle Fiorito Mackessy