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Carolyn Bunting Ryan Decker

LAKE STREET ADVISORS GROUP, LLC·PORTSMOUTH, New Hampshire
Series 65Clean record27 years registeredLAKE STREET ADVISORS GROUP, LLC
145 MAPLEWOOD AVENUE, PORTSMOUTH, NH 03801CRD# 3215365Firm CRD# 288300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolyn Bunting Ryan Decker · PORTSMOUTH, NH
Registration
CRD #3215365 · LAKE STREET ADVISORS GROUP, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

Mar 2025present
Apr 2017Mar 2025
PORTSMOUTH, NH
LAKE STREET ADVISORS, LLC
Mar 2006Apr 2017
PORTSMOUTH, NH
BALLENTINE FINN & CO INC
Mar 1999Mar 2006
WOLFEBORO, NH
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 31, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAKE STREET ADVISORS GROUP, LLC
CRD 288300 · SEC 801-110455
AUM
$3.1B
Regulatory assets under management
Employees
45
1,858 client accounts
Services offered by LAKE STREET ADVISORS GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Carolyn Bunting Ryan Decker offer?
Carolyn Bunting Ryan Decker specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Carolyn Bunting Ryan Decker's credentials?
Carolyn Bunting Ryan Decker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Bunting Ryan Decker located?
Carolyn Bunting Ryan Decker is based in PORTSMOUTH, New Hampshire, working with LAKE STREET ADVISORS GROUP, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Carolyn Bunting Ryan Decker charge for services?
Carolyn Bunting Ryan Decker's firm is compensated through percentage of aum, subscription fees, other: percent of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKE STREET ADVISORS GROUP, LLC?
LAKE STREET ADVISORS GROUP, LLC has approximately 45 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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