Lisa Thibeault Margeson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 01/2016 → 04/2017
  Unemployed
  Scituate, MA
• 04/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

I*: 2533273 Entity Type: Charitable Name of OBA: National Menopause Foundation Address: Alexandria, VA 22315 Investment Related: No Position, Title, Association: Committee Employee Start Date: 01/06/2025 Number of Hours: 10 hrs annually Number of Hours during trading: 10 hrs annually Duties: Serve on NMF Women's Executive Leadership Council. Share research and workplace benefit programs trends.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-21
• S63 Uniform Securities Agent State Law Examination
  1984-11-12

Other Names

• Lisa Jody Thibeault
• Lisa Jody Margeson
• Lisa Thibeault Margeson
• Lisa Margeson