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Lisa Janel Stanton

NUMERIC INVESTORS LLC·BOSTON, Massachusetts
Unclaimed Profile
470 ATLANTIC AVENUE, BOSTON, MA 02210CRD# 3130295Firm CRD# 131684
01

About

Lisa Janel Stanton is a registered financial advisor based in BOSTON, Massachusetts, affiliated with NUMERIC INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
NUMERIC INVESTORS LLC
NUMERIC INVESTORS LLC
AUM
$48.9B
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at NUMERIC INVESTORS LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: INTER-COMPANY SERVICE FEES
Regulatory
SEC/IARD CRD# 3130295
Firm CRD# 131684
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Janel Stanton offer?
Lisa Janel Stanton specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Lisa Janel Stanton's credentials?
Lisa Janel Stanton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Janel Stanton located?
Lisa Janel Stanton is based in BOSTON, Massachusetts, working with NUMERIC INVESTORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Lisa Janel Stanton charge for services?
Lisa Janel Stanton's firm is compensated through percentage of aum, performance-based fees, other: inter-company service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NUMERIC INVESTORS LLC?
NUMERIC INVESTORS LLC has approximately 52 employees and manages $48.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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