Lisa Marie Cendoma

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

• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsport, PA
• 08/2013 → 07/2019
  Novitas Solutions
  Williamsport, PA

Other Businesses

I*3019272, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Amazon, Address: Montgomery, Pennsylvania, 17752, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 11/06/2025, No Hours: 15 Weekly, No Hours during Trading: 0 Weekly, Duties: Packing boxes, distribution factory

Exams

• S66 Uniform Combined State Law Examination
  2020-09-17

Other Names

• Lisa Cendoma