LAKE STREET ADVISORS, LLC
CRD #125471 SEC #801-78869 PORTSMOUTH, NH 603-610-4100
SEC Registered
Total AUM
$2.7B
Discretionary
$909.4M
Employees
29
Clients
26
Accounts
1,554
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER/MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER/MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER/MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER/MEMBER | C | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER/MEMBER | C | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER/MEMBER | C | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER/MEMBER | C | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER/MEMBER | C | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER/MEMBER | C | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER/MEMBER | C | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER/MEMBER | C | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER/MEMBER | C | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER/MEMBER | C | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER/MEMBER | C | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER/MEMBER | C | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER/MEMBER | C | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER/MEMBER | C | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER/MEMBER | C | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MEMBER | A | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MEMBER | A | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MEMBER | A | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MEMBER | A | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MEMBER | A | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MEMBER | A | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MEMBER | A | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MEMBER | A | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MEMBER | A | Control |
Registrations
Federal
IA
Mar 30, 2017 REGISTERED
Notice Filings (3)
FL MA NH
Address
25 CHESTNUT STREETSUITE 200 NORTH
PORTSMOUTH, NH 03801
United States
Phone: 603-610-4100