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
Brian Thompson (CRD# 6146316) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 11 years of experience in the finance industry.
Leah Upton (CRD# 5347640) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 12 years of experience in the finance industry.
Shawn Valliere (CRD# 5038797) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 18 years of experience in the finance industry.
Norman Webb (CRD# 4833108) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 19 years of experience in the finance industry.
Gabrielle Zarrella (CRD# 6985776) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 5 years of experience in the finance industry.
Travis Broadhurst (CRD# 7022867) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 4 years of experience in the finance industry.
Nicole Dunlevy (CRD# 7546524) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has 1 year of experience in the finance industry.
William George (CRD# 7676425) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has 1 year of experience in the finance industry.
Jaclyn Hirl (CRD# 6695893) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has 1 year of experience in the finance industry.
Patrick Odonnell (CRD# 6197531) is an Investment Advisor Representative working at Lake Street Advisors in Boston, MA and has 1 year of experience in the finance industry.