Unclaimed Profile

Matthew Robert Kreger

LAKE STREET ADVISORS GROUP, LLC·PORTSMOUTH, New Hampshire

Series 65Clean record10 years registeredLAKE STREET ADVISORS GROUP, LLC

145 MAPLEWOOD AVENUE, PORTSMOUTH, NH 03801CRD# 6608755Firm CRD# 288300

Profile Verification

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

Identity

Matthew Robert Kreger · PORTSMOUTH, NH

Registration

CRD #6608755 · LAKE STREET ADVISORS GROUP, LLC · 10 years registered

Brand Profile

Not yet started

Career History

SCS CAPITAL MANAGEMENT LLC

Mar 2025 – present

LAKE STREET ADVISORS

Apr 2017 – Mar 2025

PORTSMOUTH, NH

LAKE STREET ADVISORS, LLC

May 2016 – Apr 2017

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 13, 2016

Years registered · 10

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

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTSMOUTH?

Browse all registered financial advisors in PORTSMOUTH, New Hampshire or claim this profile if it's yours.

Browse PORTSMOUTH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Robert Kreger offer?

Matthew Robert Kreger specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Matthew Robert Kreger's credentials?

Matthew Robert Kreger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Robert Kreger located?

Matthew Robert Kreger 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 Matthew Robert Kreger charge for services?

Matthew Robert Kreger'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →