Lisa A Nee is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with SAVVY.
| Firm | From | To | Current |
|---|---|---|---|
| SAVVY | 2026-04-29 | present | Yes |
| BELPOINTE ASSET MANAGEMENT LLC | 2021-10-11 | 2026-02-27 | — |