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).
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Total Assets Under Management171MILLION
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Total Number of Accounts457ACCOUNTS
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Average Account Value$374,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CT, LA, MA, NH, RI
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.
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.
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.