# Lori Michell Lieser

Lori Michell Lieser appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-05-12 | Form ADV | [WEALTHSPIRE ADVISORS LLC](https://search.stillhousedata.com/firm/106181) | VICE PRESIDENT | NEW YORK, NY |
| 2025-05-12 | Form ADV | [WEALTHSPIRE ADVISORS](https://search.stillhousedata.com/firm/147592) | VICE PRESIDENT | MELVILLE, NY |
| 2025-10-10 | Form ADV | [MARIN FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/135872) | VICE PRESIDENT | LARKSPUR, CA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.