Lisa Schiffer Green
Investment adviser representative at Sunpointe Investments
21 yearsExperience
1 stateRegistered in
$790.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Sunpointe InvestmentsJan 2019 to now
- Sunpointe, LLCJan 2019 to now
- Rda VenturesJan 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law1997
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sunpointe Investments
Legal name: Sunpointe, LLC
$790.7MAssets managed
309Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2373295
- Firm CRD
- 282505