Lissa M Dewindt

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

• 08/2025 → Present
  Morgan Stanley
  Atlanta, GA
• 06/2022 → 01/2023
  Inter-American Institute On Justice And Sustainability
  Washington, DC
• 08/2021 → 05/2025
  American University
  Washington, DC
• 08/2017 → 06/2021
  Cypress Bay Highschool
  Weston, FL
• 08/2014 → 06/2017
  Sagemont School
  Weston, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-01-05

Other Names

• Lissa M De Windt