Lisa Jill Grenell

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2019-09-17
TX	RA	APPROVED_RES	2018-04-25
MN	RA	APPROVED	2018-04-05

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	04/2011	08/2017
Think Financial Planning	Rochester	MN	04/2011	08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rochester	MN	10/2017	Present

04/2011 → 08/2017

Commonwealth Financial Network

Waltham, MA
04/2011 → 08/2017

Think Financial Planning

Rochester, MN
10/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rochester, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-26

Nearby Firms