Rylee Felice has been an investment adviser representative at White Lighthouse Investment Management since July 2026, and is not listed among the firm’s executive officers or direct owners. Rylee Felice holds a Bachelor of Arts degree in Economics from the University of Connecticut.
White Lighthouse Investment Management, Inc. is a firm with $919M under management, 406 clients and 9 advisers across 2 offices, as of its June 2026 filing.
Rylee Felice is Investment Manager of White Lighthouse Investment Management, which she joined in 2026. She started her career at Amon & Associates in Glastonbury, CT as a financial planning intern and was promoted to Director of Investment Services, focusing on the investment side of the wealth management firm. She then joined Boston Financial Management (now CAPTRUST) as Portfolio Management Analyst, responsible for trading and implementing investment strategies in client portfolios.
Rylee Felice’s longest registration was 2 years at Boston Financial Management LLC (2022–2025). Before joining White Lighthouse Investment Management in 2026, Rylee Felice was registered through CAPTRUST and Boston Financial Management LLC.
- – present · under a yearBoston, MA · Adviser representative · Firm CRD 108030
- CAPTRUST– · 1 yearBoston, MA · Adviser representative · Firm CRD 175112
- Boston Financial Management LLC– · 2 yearsBoston, MA · Adviser representative · Firm CRD 112360
- Lincoln Financial Advisors Corporation– · under a yearGlastonbury, CT · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Rylee Felice is registered as an investment adviser representative in Massachusetts, since July 2026.
- MassachusettsSince 2 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 March 2022 |
| Series 7TO | General Securities Representative Examination | 11 January 2021 |
| SIE | Securities Industry Essentials Examination | 13 January 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Rylee Marie Felice
- CRD
- 6925937
- Firm
- White Lighthouse Investment Management · CRD 108030
- Office
- Boston, MA
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- white-lighthouse.com
Where does Rylee Felice work?
Rylee Felice is an investment adviser representative registered through White Lighthouse Investment Management, Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Rylee Felice a financial advisor?
Yes. Rylee Felice has a current investment-adviser registration in Massachusetts, through White Lighthouse Investment Management since July 2026.
How many years of experience does Rylee Felice have?
Rylee Felice has 5 years in the financial industry, since March 2021, across 4 adviser firms.
What exams has Rylee Felice passed?
Rylee Felice has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2020.
Where did Rylee Felice work before White Lighthouse Investment Management?
Before White Lighthouse Investment Management, Rylee Felice was registered through CAPTRUST, December 2024 to May 2026; Boston Financial Management LLC, October 2022 to October 2025; Lincoln Financial Advisors Corporation, March 2022 to September 2022.
Where is Rylee Felice based?
Rylee Felice’s registered office is in Boston, MA.
Is Rylee Felice registered with FINRA?
No. Rylee Felice has no current broker registration.
How can I verify Rylee Felice’s record?
Search CRD 6925937 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rylee Felice’s full registration record.
- Jonathan LachowitzOwner/Chief Executive Officer
- Kathleen QuinteroChief Compliance Officer