Unclaimed Profile

Greg Alan Vanslyke

LAKE STREET ADVISORS GROUP, LLC·PORTSMOUTH, New Hampshire

Series 65Clean record28 years registeredLAKE STREET ADVISORS GROUP, LLC

25 CHESTNUT STREET, PORTSMOUTH, NH 03801CRD# 2963244Firm CRD# 288300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Greg Alan Vanslyke · PORTSMOUTH, NH

Registration

CRD #2963244 · LAKE STREET ADVISORS GROUP, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAKE STREET ADVISORS GROUP, LLC

LAKE STREET ADVISORS

Apr 2017 – Jan 2021

BOSTON, MA

LAKE STREET ADVISORS, LLC

Apr 2003 – Apr 2017

BOSTON, MA

BALLENTINE FINN & CO INC

Oct 1997 – Jan 2003

WOLFEBORO, NH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 16, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAKE STREET ADVISORS GROUP, LLC

CRD 288300 · SEC 801-110455

AUM

$3.1B

Regulatory assets under management

Employees

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

View all advisors at LAKE STREET ADVISORS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Greg Alan Vanslyke offer?

Greg Alan Vanslyke specializes in Financial Planning, Investment Management.

What are Greg Alan Vanslyke's credentials?

Greg Alan Vanslyke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Greg Alan Vanslyke located?

Greg Alan Vanslyke is based in PORTSMOUTH, New Hampshire, last registered with LAKE STREET ADVISORS GROUP, LLC.

How does Greg Alan Vanslyke charge for services?

Greg Alan Vanslyke'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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