Rachael
Bator

Lake Street Advisors

CRD#5785132
Investment Advisor
in Portsmouth, NH

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About this Advisor

Rachael Bator is a certified financial planner who works out of Portsmouth, New Hampshire who has 6 years of industry experience. Bator currently works for Lake Street Advisors. During their career, the advisor has held roles at Wingate Wealth Advisors LLC, Lake Street Advisors, Integrated Retirement Strategies Dba Baystate Financial and Stonehearth Capital Management LLC. Bator is registered to 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 employees. It administers $3 billion in assets under management between its 1,862 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 1,862 customer accounts, 99% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Lake Street Advisors can consist of asset-based, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

145 Maplewood Avenue Suite 210
Portsmouth, NH 03801

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Lake Street Advisors Brokerage Details

Total Assets Under Management

$2,888,383,638

NH Average: $509,638,208
Total Number of Employees

43

NH Average: 12
Total Number of Accounts

1,862

NH Average: 581
Average Account Size

$1,551,226

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Rachael Bator Work History

Rachael has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Lake Street Advisors

2017 - 2022 (5 years)

Lake Street Advisors

2015 - 2017 (2 years)

Lake Street Advisors

2015 - 2015 (< 1 year)

Integrated Retirement Strategies Dba Baystate Financial

2013 - 2015 (2 years)

Stonehearth Capital Management LLC

2012 - 2013 (1 year)

Wingate Wealth Advisors LLC

*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 Rachael Bator 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

Debra Stokes
Portsmouth, NH
Hunter Steadley
Portsmouth, NH
William George
Portsmouth, NH
Patrick Odonnell
Boston, MA
Brian Thompson
Portsmouth, NH
Ashley Yantz
Portsmouth, NH
Nicole Dunlevy
Portsmouth, NH
Colby Jordan
Portsmouth, NH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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