Lisa Marie Zengel

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

• 03/2013 → Present
  Morgan Stanley Smith Barney Llc
  Piedmont,, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

(1) 429027 - Girls, Inc. / Not Investment Related / Oakland, CA / Children, Youth / Investment Committee, Board Member, Finance Committee / Start 17-March-2021 / During Business Hours: 0 / After Business Hours: 3 / Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-22

Other Names

• Lisa Marie Harwood