Lisabeth Thiessen

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

• 03/2012 → 06/2023
  Fifth Third Securities
  Charlotte, NC
• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 08/2022 → 03/2023
  Sourcepointe Aka Taco Mama
  Charlotte, NC
• 09/2021 → Present
  Pennypacker Fitness Llc Aka Club Pilates
  Charlotte, NC
• 08/2023 → Present
  Bank Of America N.A.
  Charlotte, NC

Previous Registrations

• 2012-03-22 → 2023-06-13
  Fifth Third Securities, Inc.
  Huntersville, NC
  Davidson, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Harrisburg, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Davidson, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2009-04-14 → 2012-03-20
  Wells Fargo Clearing Services, Llc
  Salisbury, NC
  Charlotte, NC
  Belmont, NC
  Charlotte, NC
  Belmont, NC
  Gastonia, NC
• 2006-12-11 → 2009-04-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Other Businesses

Fitness LLC aka Club Pilates - Charlotte, NC - fitness - instructor - 22 hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firmI*: 1838266Entity Type: Entity Charitable Name of OBA: American Cancer Society Address: Charlotte, NC Investment Related: No Position, Title, Association: Committee Employee Start Date: 05/27/2024Number of Hours: 5 hrs monthly Number of Hours during trading: 0 Duties :The ACS is a non-profit organization dedicated to raising funds for cancer research. I was asked to come on board to the Taste of Hope Charlotte Gala as a member of the Executive Leadership Committee. The committee is a three-year term. The responsibilities include attending monthly meeting, report committee updates, ability to give or get the Taste of Hope Charlotte gala sponsorships, auction packages, hosted tables, etc. I was asked to align with the auction items portion as well as with the Leaders of Hope Challenge.I*2212279, Entity Type: Entity For Profit, Name of OBA: Vibe Pilates, Address: Fort Mill, South Carolina, 29708, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 03/04/2025, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: Teach Pilates classes to groups and/or individuals I*, 2786278 Entity Type: Entity For Profit Name of OBA: Life Vital Address: Fort Mill, South Carolina 29708 Investment Related: No Position, Title, Association: Officer,Owner Employee Start Date: 08/29/2025 No Hours: 5 hours per month No Hours during trading: 0 Duties: Procure supplements at wholesale prices and sell retail to customers. students of the pilates studio. Formed LLC to sell wellness supplements inside Pilates studio.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-10

Other Names

• Lisa Beth Thiessen
• Lisa Thiessen
• Lisabeth Manzione