Lisa Grady-Strange has been an investment adviser representative at Rivertree Advisors since December 2016, and is not listed among the firm’s executive officers or direct owners.
Rivertree Advisors, LLC is a Winter Park, FL firm with $184M under management, 103 clients and 1 adviser in one office, as of its March 2026 filing.
- Rivertree Advisors, LLCCurrent– present · 9 yearsWinter Park, FL · Adviser representative · Firm CRD 168065
Investment adviser representative registrations
Lisa Grady-Strange is registered as an investment adviser representative in Florida, since December 2016.
- FloridaSince 21 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lisa Ann Grady-Strange
- CRD
- 6727598
- Firm
- Rivertree Advisors · CRD 168065
- Office
- 941 WEST MORSE BOULEVARD, SUITE 100, Winter Park, FL 32789-3781
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Lisa Grady-Strange work?
Lisa Grady-Strange is an investment adviser representative registered through Rivertree Advisors, LLC since December 2016, and is not listed among the firm’s executive officers or direct owners.
Is Lisa Grady-Strange a financial advisor?
Yes. Lisa Grady-Strange has a current investment-adviser registration in Florida, through Rivertree Advisors since December 2016.
How many years of experience does Lisa Grady-Strange have?
Lisa Grady-Strange has 9 years in the financial industry, since December 2016, across 1 adviser firm.
What exams has Lisa Grady-Strange passed?
Lisa Grady-Strange passed the Series 65 in November 2016.
Where is Lisa Grady-Strange based?
Lisa Grady-Strange’s registered office is in Winter Park, FL.
Is Lisa Grady-Strange registered with FINRA?
No. Lisa Grady-Strange has no current broker registration.
How can I verify Lisa Grady-Strange’s record?
Search CRD 6727598 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa Grady-Strange’s full registration record.