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Lisa Nicole Millstein

Strategic Advisers LLC

New York, NY

East Northport, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

330 Park Ave S, New York, NY 10010-3643 • United States

East Northport, NY • 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
Orentreich Medical Group New York NY 11/2017 03/2018
Farmingdale State College Farmingdale NY 02/2017 07/2017
Water With A Vision Freeport NY 10/2013 10/2016
Farmingdale State College Farmingdale NY 08/2012 12/2016
Unemployed Forest Hills NY 07/2017 11/2017
Online Training Academy Brooklyn NY 05/2018 03/2020
Fidelity Brokerage Services Llc New York NY 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 03/2018
    Orentreich Medical Group
    New York, NY
  • 02/2017 → 07/2017
    Farmingdale State College
    Farmingdale, NY
  • 10/2013 → 10/2016
    Water With A Vision
    Freeport, NY
  • 08/2012 → 12/2016
    Farmingdale State College
    Farmingdale, NY
  • 07/2017 → 11/2017
    Unemployed
    Forest Hills, NY
  • 05/2018 → 03/2020
    Online Training Academy
    Brooklyn, NY
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-25
S63 Uniform Securities Agent State Law Examination 2021-06-23
  • S66 Uniform Combined State Law Examination
    2022-04-25
  • S63 Uniform Securities Agent State Law Examination
    2021-06-23
Other Names
  • Lisa Nicole Millstein
  • Lisa Millstein

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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