Lisa Anne Caracci

Investment adviser representative at John G. Ullman & Associates, Inc

13 yearsExperience

1 stateRegistered in

$1.5BFirm assets

48 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

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13 years in the industry.

Registered as an investment adviser representative in 1 state (NY).

Legal name: Ullman John & Associates Inc

$1.5BAssets managed

1,009Clients

23Advisers

48 yearsIn business

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.