LISA KOONTZ is an investment adviser representative (IAR) with state registration records since 2005, 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 | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2012-01-18 | 2018-07-13 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-09-07 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2005-01-05 | 2009-06-01 | — |