Lisa Marie Mccue

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → 09/2016
  U.S. Bank
  Topeka, KS
• 10/2016 → 02/2025
  Oppenheimer & Co. Inc.
  Topeka, KS
• 02/2025 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2016-12-13 → 2025-02-28
  Oppenheimer & Co. Inc.
  Topeka, KS
  Paxico, KS

Other Businesses

1. MUNICIPAL GOVERNMENT; 201 1/2 Newbury Ave, PO BOX 27, PAXICO, KS 66526; MAYOR OF PAXICO; START 2/20/2024; APPROXIMATELY 10 HOURS/MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-13
• S63 Uniform Securities Agent State Law Examination
  2014-08-07

Other Names

• Lisa Marie Sheley