Lisa D. Mackinnon

TRILLIUM ASSET MANAGEMENT

Boston, MA 02114

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CRD#: 2642128

Professional summary

Lisa Dorene Mackinnon, who also goes by Lisa Dorene Kaljian, is a registered financial advisor currently at TRILLIUM ASSET MANAGEMENT located in Boston, Massachusetts.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lisa has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa Dorene Kaljian

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Dorene Mackinnon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 13, 2021 - Present

TRILLIUM ASSET MANAGEMENT

Office #1: One Congress Street Suite 3101, Boston, MA 02114

RIA

CRD#: 110901

Boston, MA

Past

August 7, 2000 - December 19, 2002

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRILLIUM ASSET MANAGEMENT

TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.

CRD#: 110901 / SEC#: 801-17958

RIA

Registered Investment Advisory firm - (12/3/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/13/2021)

IAR

Massachusetts
(11/22/2021)

IAR

Oregon
(11/13/2021)

IAR

Texas
(11/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/12/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/4/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRILLIUM ASSET MANAGEMENT

TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.

CRD#: 110901 / SEC#: 801-17958

RIA

Registered Investment Advisory firm - (12/3/1982 Approved)

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Contact information

Main Address

One Congress Street Suite 3101, Boston, MA 02114

Mailing Address

Phone number

(617) 423-6655

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRILLIUM ASSET MANAGEMENT BROCHURE 2A 03.28.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,149
AUM (Assets Under Management)	$ 5,012,664,360

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/03/2025	Cover Page	Report
02/26/2025	Cover Page	Report
08/21/2023	Cover Page	Report
02/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lisa D. Mackinnon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Dorene Mackinnon's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRILLIUM ASSET MANAGEMENT

FORESIDE FUND SERVICES, LLC

Primary Firm SEC Registration

TRILLIUM ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/12/2021

Series 63

Date: 7/21/2000

Series 6

Date: 8/4/2000

Current Firm

TRILLIUM ASSET MANAGEMENT

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRILLIUM ASSET MANAGEMENT

TRUST BUT VERIFY

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