Lisa Schlosser Clifford
Professional Summary
Lisa Schlosser Clifford, who also goes by Lisa Annie Clifford, Lisa Annie Schlosser, is a registered financial advisor currently at TRITOWER REAL ESTATE CAPITAL, LLC located in Boston, Massachusetts. Lisa is registered as a RR (Registered Representative) and started their career in finance in 1988. Lisa has worked at 28 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lisa Annie Clifford, Lisa Annie Schlosser
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
TRITOWER REAL ESTATE CAPITAL, LLC
Contact Information
Main Address
60 State Street, Suite 2250, Boston, MA 02109Mailing Address
60 State Street, Suite 2250, Boston, MA 02109Phone Number
(781) 222-5900Established
Delaware since 09/22/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/2/2018)
(5/18/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lisa Schlosser Clifford's CRS (Customer Relationship Summary).
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