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Lisette Chassey Smith

Chief Operating Officer, Chief Compliance Officer, Sr AdvisorThe Advisory Group of San Francisco, LLCCRD 1665492

About Lisette Chassey Smith

Lisette Chassey Smith is listed as Chief Operating Officer, Chief Compliance Officer, Sr Advisor at The Advisory Group of San Francisco, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of The Advisory Group of San Francisco, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lisette Chassey Smith work?

Lisette Chassey Smith is listed as Chief Operating Officer, Chief Compliance Officer, Sr Advisor at The Advisory Group of San Francisco, LLC on SEC Form ADV.

How much of The Advisory Group of San Francisco, LLC does Lisette Chassey Smith own?

Form ADV reports a beneficial ownership band of Under 5%.

The Advisory Group of San Francisco, LLC

TitleChief Operating Officer, Chief Compliance Officer, Sr Advisor
OwnershipUnder 5%
Control personYes
Since2021
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