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Inactive

Lisette Chassey Smith

The Advisory Group Of San Francisco, LLC

San Francisco, CA

Scituate, MA

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Current Employers
The Advisory Group Of San Francisco, Llc

44 Montgomery St. Suite 300, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-15
MA RA APPROVED 2024-06-04
TX RA APPROVED 2016-10-18
  • CA RA
    APPROVED
    Since 2025-10-15
  • MA RA
    APPROVED
    Since 2024-06-04
  • TX RA
    APPROVED
    Since 2016-10-18

Branch Locations

44 Montgomery St. Suite 300, San Francisco, CA 94104 • United States

Scituate, MA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Advisory Group Of San Francisco San Francisco CA 10/2016 06/2020
The Partnership Resource Hingham MA 10/2013 09/2016
Mediation Works (Mwi) Boston MA 09/2010 09/2016
The Advisory Group Of San Francisco San Francisco CA 06/2020 Present
The Advisory Group Of San Francisco San Francisco CA 09/2020 Present
The Advisory Group Of San Francisco San Francisco CA 01/2022 Present
  • 10/2016 → 06/2020
    The Advisory Group Of San Francisco
    San Francisco, CA
  • 10/2013 → 09/2016
    The Partnership Resource
    Hingham, MA
  • 09/2010 → 09/2016
    Mediation Works (Mwi)
    Boston, MA
  • 06/2020 → Present
    The Advisory Group Of San Francisco
    San Francisco, CA
  • 09/2020 → Present
    The Advisory Group Of San Francisco
    San Francisco, CA
  • 01/2022 → Present
    The Advisory Group Of San Francisco
    San Francisco, CA
Previous Registrations
  • 2006-08-30 → 2009-11-03
    Garnet Group Llc
    Boston, MA
  • 2000-10-11 → 2006-12-31
    Smith Rapacz, Llc
    Boston, MA
Designations
Other Names
  • Lisette Marie Chassey

View on SEC IAPD

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