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Lisa Sotir Ozkan

NEA MEMBER BENEFITS·GAITHERSBURG, Maryland
Unclaimed Profile
900 CLOPPER ROAD, GAITHERSBURG, MD 20878-1360CRD# 5061654Firm CRD# 138196
01

About

Lisa Sotir Ozkan is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with NEA MEMBER BENEFITS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
NEA MEMBER BENEFITS
NEA MEMBER BENEFITS
AUM
—
Regulatory assets under management
Employees
93
Total firm employees
View all advisors at NEA MEMBER BENEFITS →
Services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Subscription fees
Other: SEE SCHEDULE D MISCELLANEOUS
Regulatory
SEC/IARD CRD# 5061654
Firm CRD# 138196
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Sotir Ozkan offer?
Lisa Sotir Ozkan is a registered financial advisor in GAITHERSBURG, Maryland. Contact their office for details on services offered.
What are Lisa Sotir Ozkan's credentials?
Lisa Sotir Ozkan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Sotir Ozkan located?
Lisa Sotir Ozkan is based in GAITHERSBURG, Maryland, working with NEA MEMBER BENEFITS. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Lisa Sotir Ozkan charge for services?
Lisa Sotir Ozkan's firm is compensated through subscription fees, other: see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEA MEMBER BENEFITS?
NEA MEMBER BENEFITS has approximately 93 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in GAITHERSBURG
Kenneth Edward Steben — STEBEN & COMPANY, INC.Brent Alan Mckim — NEA MEMBER BENEFITSBradley L Sherman — SHERMAN WEALTH MANAGEMENT LLCErik J Dolan — BEACON INVESTMENT ADVISORS LLCJoseph Francis Kilner — KILNER CAPITAL ADVISORS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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