Unclaimed Profile

Melissa Olszak

LAKE STREET ADVISORS GROUP, LLC·PORTSMOUTH, New Hampshire

Series 65Clean record21 years registeredLAKE STREET ADVISORS GROUP, LLC

145 MAPLEWOOD AVENUE, PORTSMOUTH, NH 03801CRD# 4840938Firm CRD# 288300

Profile Verification

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

Identity

Melissa Olszak · PORTSMOUTH, NH

Registration

CRD #4840938 · LAKE STREET ADVISORS GROUP, LLC · 21 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

Nov 2004 – Apr 2017

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 2, 2004

Years registered · 21

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 Melissa Olszak offer?

Melissa Olszak specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Melissa Olszak's credentials?

Melissa Olszak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Olszak located?

Melissa Olszak 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 Melissa Olszak charge for services?

Melissa Olszak'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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