Lisa Marie Chasse
Investment adviser representative at Vanderbilt Advisory Services
17 yearsExperience
1 stateRegistered in
$2.1BFirm assets
13 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Vanderbilt Advisory ServicesFeb 2022 to now
- Vanderbilt Securities, LLCFeb 2022 to now
- Institute for Sexuality Education & EnlightenmentAug 2021 to now
- Huntington Learning CenterJul 2021 to Jan 2022
- WalgreensDec 2020 to Jun 2021
- PetsmartMay 2020 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Dec 2020
- StaplesJun 2009 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 7092286
- Firm CRD
- 116537