# Lindsay Morganstein

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2024-10-03 | present | Yes |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2022-02-09 | 2024-08-29 | — |
| [ROBOTIC TRADING ADVISORS, LLC](https://search.stillhousedata.com/firm/168687) | 2016-10-04 | 2017-12-31 | — |
| [ROBOTIC TRADING ADVISORS, LLC](https://search.stillhousedata.com/firm/168687) | 2014-01-15 | 2015-07-06 | — |
| [ARQUE CAPITAL, LTD.](https://search.stillhousedata.com/firm/121192) | 2012-04-25 | 2013-02-19 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2010-07-29 | 2010-09-23 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2009-03-23 | 2010-05-17 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2008-06-03 | 2008-08-12 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2008-01-03 | 2008-05-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5314399)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5314399.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.