Lake Street Advisors

Lake Street Advisors (CRD# 288300) is a financial advisory firm headquartered in Portsmouth, NH. They manage $2,888,383,638 in 1,862 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,888
    MILLION
  • Total Number of Accounts
    1,862
    ACCOUNTS
  • Average Account Value
    $1,551,226
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
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NY

Financial Advisors at Lake Street Advisors
Showing 1 - 10 of 22 top financial advisors.
1
Rachael E. Bator
CRD#: 5785132
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

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
Christopher J. Certo
CRD#: 6523813
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

Christopher Certo (CRD# 6523813) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 8 years of experience in the finance industry.

3
Joseph W. Chase
CRD#: 6168727
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

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.

4
Carolyn B. Decker
CRD#: 3215365
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

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.

5
Brian J. Durkin
CRD#: 2094689
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

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.

6
Jennifer A. Hughes
CRD#: 6877086
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

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.

7
Matthew R. Kreger
CRD#: 6608755
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

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.

8
Melissa Olszak
CRD#: 4840938
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

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.

9
Sean T. Perkins
CRD#: 5085056
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

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.

10
Hunter W. Steadley
CRD#: 6088698
145 Maplewood Avenue, Suite 210, Portsmouth, NH 03801

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.

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