Unclaimed Profile

Lisa Anne Lenza

UBS ASSET MANAGEMENT (AMERICAS) INC.·NEW YORK, New York

UBS ASSET MANAGEMENT (AMERICAS) INC.

1285 AVENUE OF THE AMERICAS, NEW YORK, NY 10019CRD# 5063300Firm CRD# 106838

Profile Verification

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

Identity

Lisa Anne Lenza · NEW YORK, NY

Registration

CRD #5063300 · UBS ASSET MANAGEMENT (AMERICAS) INC.

Brand Profile

Not yet started

Disclosure history

14 disclosures on file · See FINRA BrokerCheck for full record

About

Lisa Anne Lenza is a registered financial advisor based in NEW YORK, New York, affiliated with UBS ASSET MANAGEMENT (AMERICAS) INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

UBS ASSET MANAGEMENT (AMERICAS) LLC

AUM

$477.9B

Regulatory assets under management

Employees

823

Total firm employees

View all advisors at UBS ASSET MANAGEMENT (AMERICAS) LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5063300

Firm CRD# 106838

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Anne Lenza offer?

Lisa Anne Lenza specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Lisa Anne Lenza's credentials?

Lisa Anne Lenza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Anne Lenza located?

Lisa Anne Lenza is based in NEW YORK, New York, working with UBS ASSET MANAGEMENT (AMERICAS) INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Lisa Anne Lenza charge for services?

Lisa Anne Lenza's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UBS ASSET MANAGEMENT (AMERICAS) INC.?

UBS ASSET MANAGEMENT (AMERICAS) INC. has approximately 823 employees and manages $477.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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