Lisa Picillo is a CFP-designated registered investment advisor, based in Warwick, RI, with 17 years of industry experience.
Location
250A Centerville Road, Suite 2, Warwick, RI, 02886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa works as a financial advisor at Spinnaker Asset Management, dedicating about half of her time to wealth management and financial planning. She also works as an agent selling fixed/traditional insurance products through Fixed Insurance and PKS Financial, spending a few hours per week on each. Additionally, Lisa owns Picillo Advisors LLC, a holding company, dedicating about a quarter of her time to it.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Spinnaker Asset Management INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
National Financial Services LLCBroker
Banc of America Investment Services, INC.Broker
State Registrations3 states
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