Lisa M Rossi

Current Employers

Employment History

• 06/2016 → 12/2020
  Lpl Financial, Llc
  Purchase, NY
• 06/2016 → 01/2021
  Stratos Wealth Partners
  Purchase, NY
• 01/2021 → Present
  Gladstone Wealth Partners
  Purchase, NY

Previous Registrations

• 2016-06-28 → 2021-01-05
  Stratos Wealth Partners, Ltd
  Purchase, NY
  Pawling, NY
• 2020-12-11 → 2020-12-23
  Stratos Wealth Advisors Llc
  Purchase, NY
• 2005-06-10 → 2016-06-29
  National Planning Corporation
  Tarrytown, NY
  Naples, FL
  Tarrytown, NY
  Greenwich, CT
• 2001-03-07 → 2005-05-05
  Chase Investment Services Corp.
  New York, NY

Other Businesses

1) 06/19/2016 - Kipps Consulting LLC - Business Entity For Tax/Investment Purposes Only - at reported business location(s) - non-inv rel - start: 05/01/2005 - 5 hr/mth 2) 06/19/2016 - Non-Variable Insurance Trails only - 6 Kipps Ct Somers, NY 10589 - Non-variable insurance trails only from LEXCO Advisor Solutions, Mass Mutual, Penn Mutual, and Hartford - 3) 06/19/2016 - Lisa Rossi - Non-Variable Insurance - start: 06/01/2016 - 5 hr/mth 4) 06/19/2016 - Real Estate Rental - 7747 Cottesmore Dr Naples, FL 34119 - non-inv rel - 5 hr/mth 5) 11/10/2020 - Stratos Wealth - Investment Related - 2975 Westchester Ave, Purchase NY 10577 - Real Estate Rental - Started 10/01/2020 - 0 Hours Per Month - Office rental for an advisor. 6 ) 07/2021 - Symmetry Wealth Advisory Group, LLC - Registered Investment Advisor DBA - At Reported Business Location - Investment Related - 160 hours/month During Securities Trading 7) 12/2025 - Somerfield Properties LLC. - Non-Investment Related - Real Estate Rental - Started 12/15/2025 - Condo rental Danbury Ct. - 0 hours/month During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1992-11-27

Designations

Other Names

• Lisa Defeo Rossi
• Lisa M Defeo
• Lisa Defeo