Lisa Anne Milster

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
• 12/2021 → 01/2023
  Ubs Financial Services Inc.
  Denver, CO
• 01/2023 → Present
  Morgan Stanley Smith Barney Llc
  Greenwood Village, CO

Previous Registrations

• 2021-12-22 → 2023-01-24
  Ubs Financial Services Inc.
  Denver, CO
• 2007-01-31 → 2021-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
  Englewood, CO
  New York, NY
  Tulsa, OK
  Greenwood Village, CO
• 2003-01-28 → 2006-01-18
  Ubs Financial Services Inc.
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2003-01-17
• S63 Uniform Securities Agent State Law Examination
  1999-06-30

Other Names

• Lisa Anne Hain
• Lisa Anne Vreeland