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Lisa Anne Armbrust

Investment adviser representative at Nfsg Corporation
18 yearsExperience
2 statesRegistered in
$1.1BFirm assets
18 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 assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Newbridge Securities CorporationMay 2025 to now
  2. Nfsg CorporationMay 2025 to now
  3. Raymond James & Associates, Inc.Jul 2019 to Apr 2025
  4. Morgan Stanley Private Bank, National AssociationJan 2015 to Jul 2019
  5. Morgan Stanley Smith BarneyAug 2009 to Jul 2019
  6. Armbrust and AssociatesDec 2008 to Jan 2020

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Nfsg Corporation

$1.1BAssets managed
3,096Clients
75Advisers
18 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
5707010
Firm CRD
130814
Advisor's SEC record (opens in a new tab)
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