Lindsay Morganstein is an investment adviser representative (IAR) with state registration records since 2008, appearing at 8 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-10-03 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2022-02-09 | 2024-08-29 | — |
| ROBOTIC TRADING ADVISORS, LLC | 2016-10-04 | 2017-12-31 | — |
| ROBOTIC TRADING ADVISORS, LLC | 2014-01-15 | 2015-07-06 | — |
| ARQUE CAPITAL, LTD. | 2012-04-25 | 2013-02-19 | — |
| EQUITABLE ADVISORS, LLC | 2010-07-29 | 2010-09-23 | — |
| NEW ENGLAND SECURITIES | 2009-03-23 | 2010-05-17 | — |
| LPL FINANCIAL LLC | 2008-06-03 | 2008-08-12 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2008-01-03 | 2008-05-29 | — |