Nicole
Dunlevy
Lake Street Advisors
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About this Advisor
Nicole Dunlevy is a financial advisor working out of Portsmouth, New Hampshire who has 1 year of relevant experience. Dunlevy is currently employed by Lake Street Advisors. Their career trajectory has included roles at Lake Street Advisors, Hawthorn Creative, Hamilton Island Enterprises, Extended Travel, Heron Island Resort, Millbrook Resort, Cliff House Maine and Southern New Hampshire University. Dunlevy holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Massachusetts and New Hampshire. Lake Street Advisors is a financial advisory company that has its headquarters in Portsmouth, NH. It has a total of 43 financial advisors. It controls $3 billion in assets among its 1,862 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 1,862 accounts, 99% are associated with high-net-worth individuals who have at least $1 million in assets. Lake Street Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Lake Street Advisors likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lake Street Advisors Brokerage Details
$2,888,383,638
43
1,862
$1,551,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Nicole Dunlevy Work History
Nicole has been registered as a financial advisor for 1 years.*
Lake Street Advisors
Hawthorn Creative
Hamilton Island Enterprises
Extended Travel
Heron Island Resort
Millbrook Resort
Cliff House Maine
Southern New Hampshire University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicole Dunlevy 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
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Boston, MA
Portsmouth, NH
Portsmouth, NH
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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