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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
| NH | RA | APPROVED | 2025-03-03 |
Branch Locations
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
145 Maplewood Avenue Suite 210, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Street Advisors | Boston | MA | 08/2012 | 04/2017 |
| Lake Street Advisors | Boston | MA | 04/2017 | 12/2019 |
| Lake Street Advisors | Boston | MA | 01/2020 | 03/2022 |
| Lake Street Advisors | Boston | MA | 04/2022 | 02/2025 |
| Scs Capital Management Llc | Portsmouth | NH | 03/2025 | Present |
MEMBER LSA MANAGEMENT, LLC SERVING AS DIRECTOR OF LAKE STREET ADVISORS GROUP, LLC. KAPPA PROPERTIES, LLC. CO-OWNER. START DATE 12/1/10. APPROX 10 HRS/MONTH, ZERO DURING SECURITIES TRADING HOURS. DUTIES INCLUDE EVALUATING INVESTMENTS AND REVIEWING FINANCIAL STATEMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-18 |
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