# Lisa Rosenthal

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ANCORA PRIVATE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/124845) | 2024-03-05 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2020-09-30 | 2023-12-05 | — |
| [MCDONALD PARTNERS LLC](https://search.stillhousedata.com/firm/135414) | 2017-10-18 | 2020-09-28 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2016-01-21 | 2017-10-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5450876)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5450876.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.