Lisa Rosenthal is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with ANCORA PRIVATE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ANCORA PRIVATE WEALTH ADVISORS, LLC | 2024-03-05 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-09-30 | 2023-12-05 | — |
| MCDONALD PARTNERS LLC | 2017-10-18 | 2020-09-28 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2016-01-21 | 2017-10-20 | — |