Nicole
Dunlevy
Lake Street Advisors
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About this Advisor
Nicole Dunlevy is a financial advisor based in Portsmouth, New Hampshire, working with Lake Street Advisors. Nicole has previously held positions at Lake Street Advisors, Hawthorn Creative, Hamilton Island Enterprises, Extended Travel, Heron Island Resort, Millbrook Resort, Cliff House Maine, and Southern New Hampshire University. Nicole has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Nicole is part of Lake Street Advisors, which operates out of Portsmouth, New Hampshire. The firm has one 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
Nicole Dunlevy Work History
Lake Street Advisors
Hawthorn Creative
Hamilton Island Enterprises
Extended Travel
Heron Island Resort
Millbrook Resort
Cliff House Maine
Southern New Hampshire University
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
Boston, MA
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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