Lisa A. Grady-strange

RIVERTREE ADVISORS

Winter Park, FL 32789

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CRD#: 6727598

Professional summary

Lisa Ann Grady-strange, who also goes by Lisa Ann Grady, Lisa Ann Reich, Lisa Ann Strange, Lisa Strange, is a registered financial advisor currently at RIVERTREE ADVISORS, LLC located in Winter Park, Florida.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Lisa has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa Ann Grady | Lisa Ann Reich | Lisa Ann Strange | Lisa Strange

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 Ann Grady-strange'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

December 21, 2016 - Present

RIVERTREE ADVISORS, LLC

Office #1: 941 West Morse Boulevard Suite 100, Winter Park, FL 32789

RIA

CRD#: 168065

Winter Park, FL

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".

RIVERTREE ADVISORS, LLC

CRD#: 168065 / SEC#: 801-78200

RIA

Registered Investment Advisory firm - (6/17/2013 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

Florida
(12/21/2016)

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: 11/30/2016

Uniform Investment Adviser Law Examination

Current Firm

RIVERTREE ADVISORS, LLC

CRD#: 168065 / SEC#: 801-78200

RIA

Registered Investment Advisory firm - (6/17/2013 Approved)

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Contact information

Main Address

941 West Morse Boulevard Suite 100, Winter Park, FL 32789

Mailing Address

Phone number

(407) 599-1104

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIVERTREE ADVISORS, LLC DISCLOSURE BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	346
AUM (Assets Under Management)	$ 177,409,823

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 A. Grady-strange

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Ann Grady-strange's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIVERTREE ADVISORS, LLC

Primary Firm SEC Registration

RIVERTREE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2016

Current Firm

RIVERTREE ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIVERTREE ADVISORS, LLC

TRUST BUT VERIFY

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