Be advised. This firm is no longer registered.

Lake Street Advisors, LLC

Lake Street Advisors, LLC (CRD# 125471) is a financial advisory firm headquartered in Portsmouth, NH. They manage $1,817,467,869 in 1,079 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,817
    MILLION
  • Total Number of Accounts
    1,079
    ACCOUNTS
  • Average Account Value
    $1,684,400
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH

Financial Advisors at Lake Street Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Rachael E. Bator
CRD#: 5785132
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
101
Wealthminder
score

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.

2
Eric D. Moon
CRD#: 4112764
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
93
Wealthminder
score

Eric Moon (CRD# 4112764) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 18 years of experience in the finance industry.

3
Luciana M. Dos Reis
CRD#: 6583401
101 Federal Street, Suite 2215, Boston, MA 02110
90
Wealthminder
score

Luciana Dos Reis (CRD# 6583401) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry. Luciana Dos Reis 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 put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian P. Lowell
CRD#: 6392422
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
90
Wealthminder
score

Brian Lowell (CRD# 6392422) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 3 years of experience in the finance industry.

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