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Thomas Samuel Lisk

CENTER STREET ADVISORS, INC.·NASHVILLE, Tennessee
Unclaimed Profile
2 INTERNATIONAL PLAZA, NASHVILLE, TN 37217CRD# 5010650Firm CRD# 169329
01

About

Thomas Samuel Lisk is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with CENTER STREET ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CENTER STREET ADVISORS, INC.
CENTER STREET ADVISORS, INC.
AUM
$336M
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at CENTER STREET ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITATION FEES FROM THIRD-PARTY MANAGERS
Regulatory
SEC/IARD CRD# 5010650
Firm CRD# 169329
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Samuel Lisk offer?
Thomas Samuel Lisk specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Thomas Samuel Lisk's credentials?
Thomas Samuel Lisk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Samuel Lisk located?
Thomas Samuel Lisk is based in NASHVILLE, Tennessee, working with CENTER STREET ADVISORS, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Thomas Samuel Lisk charge for services?
Thomas Samuel Lisk's firm is compensated through percentage of aum, subscription fees, other: solicitation fees from third-party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTER STREET ADVISORS, INC.?
CENTER STREET ADVISORS, INC. has approximately 45 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CENTER STREET ADVISORS, INC.

Gary John Cuccia
NASHVILLE, TN
Anna English
NASHVILLE, TN
Jack Robert Thacker
NASHVILLE, TN
Michele Lynn Hall
NASHVILLE, TN
Billy James Aycock
NASHVILLE, TN
Jennifer Elizabeth Miller
NASHVILLE, TN

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