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 - 10 of 18 top financial advisors.
1
Carolyn B. Decker
CRD#: 3215365
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
96
Wealthminder
score

Carolyn Decker (CRD# 3215365) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 17 years of experience in the finance industry. Carolyn Decker 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.

2
Robert A. Goyette
CRD#: 2845374
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
96
Wealthminder
score

Robert Goyette (CRD# 2845374) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry. Robert Goyette 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.

3
Emmett A. Maguire
CRD#: 4990628
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
96
Wealthminder
score

Emmett Maguire (CRD# 4990628) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 11 years of experience in the finance industry.

4
Melissa Olszak
CRD#: 4840938
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
96
Wealthminder
score

Melissa Olszak (CRD# 4840938) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry. Melissa Olszak 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.

5
Greg A. Vanslyke
CRD#: 2963244
101 Federal Street, Suite 2215, Boston, MA 02110
96
Wealthminder
score

Greg Vanslyke (CRD# 2963244) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Boston, MA and has over 19 years of experience in the finance industry. Greg Vanslyke 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.

6
Norman E. Webb
CRD#: 4833108
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
96
Wealthminder
score

Norman Webb (CRD# 4833108) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.

7
Richard W. Dinsmore
CRD#: 4651282
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
93
Wealthminder
score

Richard Dinsmore (CRD# 4651282) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.

8
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 16 years of experience in the finance industry.

9
Beverly A. Rodrigue
CRD#: 4246083
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
93
Wealthminder
score

Beverly Rodrigue (CRD# 4246083) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has over 8 years of experience in the finance industry.

10
Rachael E. Bator
CRD#: 5785132
25 Chestnut Street, Suite 200 North, Portsmouth, NH 03801
90
Wealthminder
score

Rachael Bator (CRD# 5785132) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has 1 year 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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