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Lisa Marie Michalski

Ned Davis Research, Inc.

Sarasota, FL

CRD 6090625

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Employer firm

Ned Davis Research, Inc. CRD 112260

$2.22M regulatory AUM 1,577 advisory clients

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Pension consulting
  • Periodicals / newsletters
  • Security ratings or pricing
  • Market timing
  • Educational seminars

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

Current Employers
Ned Davis Research, Inc.

3665 Bee Ridge Road Suite 306, Sarasota, FL 34233 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-22
FL RA APPROVED 2012-10-08
  • TX RA
    APPROVED
    Since 2024-04-22
  • FL RA
    APPROVED
    Since 2012-10-08

Branch Locations

3665 Bee Ridge Road Suite 306, Sarasota, FL 34233 • 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
Ned Davis Research Inc. Venice FL 09/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-28
  • S65 Uniform Investment Adviser Law Examination
    2012-09-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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