LISA HUPP is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-08-05 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2014-09-09 | 2019-08-20 | — |
| RBC CAPITAL MARKETS, LLC | 2007-10-10 | 2014-09-19 | — |