Rylee Marie Felice

Employer firm

White Lighthouse Investment Management, Inc. CRD 108030

$919M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2022-03-07

Other Names

• Rylee Marie Clarkin