Lake Street Advisors
Lake Street Advisors (CRD# 288300) is a financial advisory firm headquartered in Portsmouth, NH. They manage $3,108,813,749 in 1,858 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management3,109MILLION
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Total Number of Accounts1,858ACCOUNTS
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Average Account Value$1,673,204
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, MA, NH, NY
Rachael Bator (CRD# 5785132) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has 7 years of experience in the finance industry. Rachael Bator has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Joseph Chase (CRD# 6168727) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 11 years of experience in the finance industry.
Carolyn Decker (CRD# 3215365) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 25 years of experience in the finance industry.
Brian Durkin (CRD# 2094689) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 22 years of experience in the finance industry.
Jennifer Hughes (CRD# 6877086) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 6 years of experience in the finance industry.
Matthew Kreger (CRD# 6608755) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 7 years of experience in the finance industry.
Melissa Olszak (CRD# 4840938) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 19 years of experience in the finance industry.
Sean Perkins (CRD# 5085056) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has 1 year of experience in the finance industry.
Hunter Steadley (CRD# 6088698) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 10 years of experience in the finance industry.
Debra Stokes (CRD# 5078922) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 10 years of experience in the finance industry.