Lighthouse Financial Management, LLC

Lighthouse Financial Management, LLC (CRD# 127748) is a financial advisory firm headquartered in Westerly, RI. They manage $171,074,527 in 457 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
85 Beach Street, Building D, Westerly, RI 02891
http://lighthousefm.com/
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $374,343
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, LA, MA, NH, RI

Financial Advisors at Lighthouse Financial Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Maureen Poplaski, financial advisor Westerly RI
Maureen J. Poplaski
CRD#: 5708657
85 Beach Street, Building D, Westerly, RI 02891

Maureen Poplaski (CRD# 5708657) is an Investment Advisor Representative working at Lighthouse Financial Management, LLC in Westerly, RI and has over 14 years of experience in the finance industry.

2
Stephen Poplaski, financial advisor Westerly RI
Stephen C. Poplaski
CRD#: 4696023
85 Beach Street, Building D - Unit 17a, Westerly, RI 02891

Stephen Poplaski (CRD# 4696023) is an Investment Advisor Representative working at Lighthouse Financial Management, LLC in Westerly, RI and has 1 year of experience in the finance industry.

3
Aaron Wade, financial advisor Westerly RI
Aaron P. Wade
CRD#: 6022436
85 Beach Street, Building D, Westerly, RI 02891

Aaron Wade (CRD# 6022436) is an Investment Advisor Representative working at Lighthouse Financial Management, LLC in Westerly, RI and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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