Lake Street Advisors Employee Directory

Q: How many employees does Lake Street Advisors have currently?

Lake Street Advisors has approximately 11 employees.

Financial ServicesNew Hampshire, United States11-50 Employees

We are pleased to share that as of March 1, 2025, we have officially joined SCS Financial. This transition provides us with greater resources from the combined firm, while maintaining our unwavering commitment to the services and advice our clients rely on. As we will be retiring our current LinkedIn page soon, we encourage you to follow us at our new home at SCS Financial.

Find Lake Street Advisors employees' phone numbers or email addresses

Lake Street Advisors Global Highlights

North America
31

United States Of America
31

Lake Street Advisors's Leadership

G. V. S.
Partner, Founder
Mobile Phone
Email
C. H.
Bill Pay Manager
Mobile Phone
Email
R. B.
Wealth Advisory Team Lead
Mobile Phone
Email
D. S.
Sr Financial Planner
Mobile Phone
Email
K. F.
Senior Client Service Analyst
Mobile Phone
Email
N. D.
Senior Business Development Analyst
Mobile Phone
Email
R. D.
Retired
Mobile Phone
Email
A. R.
Wealth Advisor
Mobile Phone
Email

Lake Street Advisors Employee Metrics

100%

50%

0%

2026

2025

2024

Banking
Finance
Accounting
Community & Social Services
Business
Other

Contact profiles from Lake Street Advisors

Name

Title

Contact Info

Location

Last Update

G. V. S.
Partner, Founder
Mobile Phone
Email
United StatesMassachusetts
Nov 17, 2025
C. H.
Bill Pay Manager
Mobile Phone
Email
United StatesNew Hampshire
Oct 24, 2025
R. B.
Wealth Advisory Team Lead
Mobile Phone
Email
United StatesMassachusetts
Feb 06, 2025
D. S.
Sr Financial Planner
Mobile Phone
Email
United StatesNew Hampshire
Oct 16, 2024
K. F.
Senior Client Service Analyst
Mobile Phone
Email
United StatesNew Hampshire
Aug 03, 2025
N. D.
Senior Business Development Analyst
Mobile Phone
Email
Oct 17, 2024
R. D.
Retired
Mobile Phone
Email
United StatesNew Hampshire
Nov 14, 2025
A. R.
Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
B. D.
Financial Planner
Mobile Phone
Email
United StatesMaine
B. R.
Financial Planner
Mobile Phone
Email
United StatesMassachusetts
Apr 11, 2024

Frequently Asked Questions

What is Lake Street Advisors known for?

Lake Street Advisors operates in the Financial Services industry. The company's main headquarters is located in 145 Maplewood Avenue Suite 210 Portsmouth, New Hampshire 03801 United States; you can contact the main corporate office by phone at

+1-617-303-****

. Explore Lake Street Advisors's company overview page for more information.

What is Lake Street Advisors's most common email format?

Lake Street Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lake Street Advisors email formats with LeadIQ.

How many employees does Lake Street Advisors have currently?

Lake Street Advisors has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Lake Street Advisors's key employees and leadership?

As of February 2026, Lake Street Advisors's key employees include:

Partner, Founder: G. V. S.
Bill Pay Manager: C. H.
Wealth Advisory Team Lead: R. B.
Sr Financial Planner: D. S.
Senior Client Service Analyst: K. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking