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Rylee Marie Felice

White Lighthouse Investment Management, Inc.

Boston, MA

Bedford, MA

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Current Employers
White Lighthouse Investment Management, Inc.

Bedford, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-02
  • MA RA
    APPROVED
    Since 2026-07-02

Branch Locations

Boston, MA • United States

Bedford, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Glastonbury CT 01/2022 09/2022
Uconn Storrs CT 05/2017 03/2018
The Lakeview Coventry CT 05/2016 06/2018
B.GOod Fairfield Fairfield CT 06/2015 05/2017
Boston Financial Management Llc Boston MA 09/2022 11/2024
Amon & Associates Glastonbury CT 05/2018 09/2022
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2024 05/2026
White Lighthouse Investment Management Bedford MA 06/2026 Present
  • 01/2022 → 09/2022
    Lincoln Financial Advisors Corporation
    Glastonbury, CT
  • 05/2017 → 03/2018
    Uconn
    Storrs, CT
  • 05/2016 → 06/2018
    The Lakeview
    Coventry, CT
  • 06/2015 → 05/2017
    B.GOod Fairfield
    Fairfield, CT
  • 09/2022 → 11/2024
    Boston Financial Management Llc
    Boston, MA
  • 05/2018 → 09/2022
    Amon & Associates
    Glastonbury, CT
  • 11/2024 → 05/2026
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 06/2026 → Present
    White Lighthouse Investment Management
    Bedford, MA
Previous Registrations
  • 2024-12-10 → 2026-05-21
    Captrust
    Boston, MA
  • 2022-10-04 → 2025-10-03
    Boston Financial Management Llc
    Boston, MA
  • 2022-03-09 → 2022-09-23
    Osaic Fa, Inc.
    Glastonbury, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2022-03-07
Other Names
  • Rylee Marie Clarkin

View on SEC IAPD

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