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I am Lisa Jill Grenell

A Senior Broker, An Investment Adviser, An Expert Trader, A Crypto Analyst and A Financial Consultant

About Me

A Little About Who I Am And What I Do

Hello, I'm Lisa Jill Grenell, an American professional financial consultant and expert trader. I currently work with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED CRD#: 7691 Over the past decades, I have helped five financial institutions become one of the largest money managers in the world. I have helped more than one thousand individuals and families achieve their financial goals.

I'm a professional investment adviser and a top-notch broker. I'm also an active professional trader with over 30 trading platforms

Check the background of Lisa Grenell on Finra's Broker Check

Qualifying Examinations

State Securities Law Exam

Series 66 - Uniform Combined State Law Examination - Jan 26, 2007

General Industry/Products Exam

SIE - Securities Industry Essentials Examination - Oct 1, 2018

Series 7 - General Securities Representative Examination - Jan 4, 2007

Principal/Supervisory Exam

Series 24 - General Securities Principal Examination - Apr 11, 2007

My Work Experiences


Broker & Investment Adviser


MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED CRD#: 7691
2018 - Present


Investment Adviser


COMMONWEALTH FINANCIAL NETWORK (CRD# 8032)
2014 - 2017


Broker


COMMONWEALTH FINANCIAL NETWORK (CRD# 8032)
2011 - 2017


Broker


AMERIPRISE FINANCIAL SERVICES, INC. (CRD# 6363)
2010 - 2010


Broker


AMERIPRISE FINANCIAL SERVICES, INC. (CRD# 6363)
2007 - 2008

How I Work

To ensure I produce immaculate results on every portfolio under my management, I make sure to use the following strategy

Planning & Research

I do a lot of planning and extensive research before I start up any trade, investment or financial adventure. These two keywords have been the bedrock of my success over the years

Analysis & Development

Analysing your market based on the high/low index is the next step to follow through before going on any trade. Always develop the right strategy to trade with before investing in a market.

Testing & Review

Before going all in, I test my strategy with demo accounts or starting small. This gives me feedback with data to review and decide if I'm sticking to a particular strategy or not.

Trading without restrictions

Once you've gone through these processes and developed your unique trading strategy, you're good to go. Remember, There's always need to review incase your strategy falls through.

My Registrations

  • Cboe BYX Exchange, Inc.
  • Cboe BZX Exchange, Inc.
  • Cboe EDGA Exchange, Inc.
  • Cboe EDGX Exchange, Inc.
  • Cboe Exchange, Inc.
  • FINRA
  • Investors' Exchange LLC
  • Nasdaq PHLX LLC
  • Nasdaq Stock Market
  • New York Stock Exchange

Charlotte L.

My husband and I decided to try out Lisa's unique trading strategies after decades of poor results from our previous manager. Needless to say we are extremely satisfied with the results!

Jason Payne

Lisa Grenell saved my business. Thank you for making it painless, pleasant and most of all hassle free!

Joh Mukter

Not able to tell you how happy I am with Lisa Grenell. Thank you so much for your help. She's one of the most devoted managers I have ever come accross.

Vlado Crnić

Thanks Lisa Grenell. You are great!