Leah
Upton
Lake Street Advisors
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About this Advisor
Leah Upton is a financial advisor based in Portsmouth, New Hampshire, working with Lake Street Advisors. Leah has previously held positions at Gwfs Equities, Inc, Massachusetts Mutual Life Insurance Company, Society Of Grownups, Lake Street Advisors, Ferris Capital, and Empower Retirement. Leah has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Leah is part of Lake Street Advisors, which operates out of Portsmouth, New Hampshire. The firm has 1 office and 45 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Lake Street Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lake Street Advisors Brokerage Details
$3,108,813,749
45
1,858
$1,673,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Leah Upton Work History
Lake Street Advisors
Lake Street Advisors
Ferris Capital
Massachusetts Mutual Life Insurance Company
Society Of Grownups
Gwfs Equities, Inc
Empower Retirement
Disclosures
Please visit the SEC profile of Leah Upton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lake Street Advisors
Portsmouth, NH
Boston, MA
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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