Lisa Carbonara
Professional summary
Lisa Carbonara, who also goes by Lisa Fantoni, is a registered financial professional currently at BAY CREST PARTNERS, LLC located in New York, New York.
Lisa is registered as a RR (Registered Representative) and started their career in finance in 2006. Lisa has worked at 2 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 87, Series 7, Series 53 and Series 14 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lisa Carbonara's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2006 - Present
BAY CREST PARTNERS, LLC
Office #1: 40 Wall Street 42nd Floor, New York, NY 10005Office #2: 40 Wall Street 42nd Floor New York, Ny, NY 10005October 3, 2006 - June 23, 2016
AMERIVEST PARTNERS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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(3/14/2019)
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Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
NYSE American LLC
NYSE Arca, Inc.
Nasdaq Stock Market
New York Stock Exchange
Current Firm
BAY CREST PARTNERS, LLC
CRD#: 39944 / SEC#: , 8-48931
Contact information
FINRA licenses (26 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 16 |
Red Flags
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