Unclaimed Profile

Lissa Maria Mcnaughton

BST WEALTH MANAGEMENT, LLC·ALBANY, New York

Series 7, Series 63, Series 65Clean record9 years registeredBST WEALTH MANAGEMENT, LLC

26 COMPUTER DRIVE WEST, ALBANY, NY 12205CRD# 1578960Firm CRD# 283819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lissa Maria Mcnaughton · ALBANY, NY

Registration

CRD #1578960 · BST WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Dec 2025 – present

CERITY PARTNERS LLC

Sep 2025 – present

GRAYPOINT LLC

May 2024 – Oct 2025

ALBANY, NY

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

May 2017 – Apr 2024

Albany, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 10, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE AFFINITY GROUP, LLC

CRD 283819 · SEC 801-107966

AUM

$157K

Regulatory assets under management

Employees

7 client accounts

Services offered by THE AFFINITY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE AFFINITY GROUP, LLC →

Introduction

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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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