Stephen
Poplaski
Lighthouse Financial Management, LLC
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About this Advisor
Stephen Poplaski is a financial advisor based in Westerly, Rhode Island, working with Lighthouse Financial Management, LLC. Stephen has previously held positions at Johnson & Wales University, Lighthouse Financial Management, LLC, and Stephen C. Poplaski, Cpa. Stephen is registered to provide services in Louisiana and Rhode Island. Currently, Stephen is part of Lighthouse Financial Management, LLC, which operates out of Westerly, Rhode Island. The firm has 3 employees and manages assets totaling $171.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Lighthouse Financial Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lighthouse Financial Management, LLC Brokerage Details
$171,074,527
3
457
$374,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Stephen Poplaski Work History
Lighthouse Financial Management, LLC
Stephen C. Poplaski, Cpa
Johnson & Wales University
Disclosures
Please visit the SEC profile of Stephen Poplaski 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 Lighthouse Financial Management, LLC
Westerly, RI
Westerly, RI
Westerly, RI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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