What departments does Lake Street Advisors have?

Lake Street Advisors has employees across 3 departments including Operations, Analytics, Consultant.

What is the largest department at Lake Street Advisors?

The largest department at Lake Street Advisors is Analytics with 2 employees.

Where are Lake Street Advisors employees located globally?

Lake Street Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Lake Street Advisors's team size changed over time?

Lake Street Advisors's team has decreased from approximately 22 to 13 employees based on available data.

Learn more at LeadIQ.com

Lake Street Advisors Employee Directory

Financial ServicesNew Hampshire, United States11-50 Employees

Lake Street Advisors is a financial services firm based in Portsmouth, New Hampshire. The company operates with a regional footprint and employs a small-to-mid sized team, delivering investment-related guidance and advisory services to its clients.
As of March 1, 2025, Lake Street Advisors joined SCS Financial, a move that expands the firm’s resources while preserving its existing client services and advisory relationships. The firm has been active in managing and extending its investment positions across various assets, reflecting an ongoing focus on asset allocation and securities selection within the broader financial markets.

Lake Street Advisors Global Highlights

North America
27

United States Of America
27

Lake Street Advisors's Leadership

L. D.
Operations Manager
Mobile Phone
Email
N. D.
Senior Business Development Analyst
Mobile Phone
Email
A. R.
Wealth Advisor
Mobile Phone
Email
G. D.
Wealth Advisor
Mobile Phone
Email
J. H.
Wealth Advisors
Mobile Phone
Email
S. G.
Client Service Analyst
Mobile Phone
Email

Lake Street Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Community & Social Services
Business
Other

Contact profiles from Lake Street Advisors

Name

Title

Contact

Location

Last Update

L. D.
Operations Manager
Mobile Phone
Email
Oct 16, 2024
N. D.
Senior Business Development Analyst
Mobile Phone
Email
Oct 17, 2024
A. R.
Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
G. D.
Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
J. H.
Wealth Advisors
Mobile Phone
Email
Jun 08, 2026
S. G.
Client Service Analyst
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Lake Street Advisors known for?

Lake Street Advisors operates in the Financial Services industry; 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 July 2026. These team members are located across 1 continents, including North America.

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

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

Operations Manager: L. D.
Senior Business Development Analyst: N. D.
Wealth Advisor: A. R.
Wealth Advisor: G. D.
Wealth Advisors: J. H.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Lake Street Advisors Employee Directory

Find Lake Street Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead