Lisa Weinstein (CRD# 4520447) is an Investment Advisor Representative working at Lisa B. Weinstein Cpa, P.c. in Dobbs Ferry, NY and has 1 year of experience in the finance industry.
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6073230
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lisa B. Weinstein Cpa, P.c. | Dobbs Ferry, NY | Aug 2006 - Current | 17 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
NY
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