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Lissa Maria Mcnaughton

BST WEALTH MANAGEMENT, LLC·ALBANY, New York
Unclaimed Profile
26 COMPUTER DRIVE WEST, ALBANY, NY 12205CRD# 1578960Firm CRD# 283819
01

About

Lissa Maria Mcnaughton is a registered financial advisor based in ALBANY, New York, affiliated with BST WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE AFFINITY GROUP, LLC
THE AFFINITY GROUP, LLC
AUM
$157K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE AFFINITY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 1578960
Firm CRD# 283819
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lissa Maria Mcnaughton offer?
Lissa Maria Mcnaughton specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Lissa Maria Mcnaughton's credentials?
Lissa Maria Mcnaughton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lissa Maria Mcnaughton located?
Lissa Maria Mcnaughton is based in ALBANY, New York, working with BST WEALTH MANAGEMENT, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Lissa Maria Mcnaughton charge for services?
Lissa Maria Mcnaughton's firm is compensated through percentage of aum, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BST WEALTH MANAGEMENT, LLC?
BST WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $157K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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