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RIA / WealthAdvisor11 years in industry

Rylee Marie Felice

Advisor at WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

Boston, MA | BEDFORD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4466b887-e600-125f-1cb2-cace890e7424

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 9, 2022 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 7, 2022
First registration: Mar 9, 2022
Dual registered: no
Other names: Rylee Marie Clarkin
IAPD individual key: 6925937

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.	Independent wealth	Jul 2, 2026	n/a	yes	BEDFORD, MA\|Boston, MA	Current employment
Captrust	Institutional manager	Dec 10, 2024	May 21, 2026	no	Boston, MA	Previous registration
BOSTON FINANCIAL MANAGEMENT LLC	Former SEC adviser	Oct 4, 2022	Oct 3, 2025	no	BOSTON, MA	Previous registration
OSAIC FA, INC.	Former SEC adviser	Mar 9, 2022	Sep 23, 2022	no	GLASTONBURY, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Captrust	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.	May 21, 2026	Jul 2, 2026	42	Firm change	Other
BOSTON FINANCIAL MANAGEMENT LLC	Captrust	Oct 3, 2025	Dec 10, 2024	-297	Firm change after gap	Other
OSAIC FA, INC.	BOSTON FINANCIAL MANAGEMENT LLC	Sep 23, 2022	Oct 4, 2022	11	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112360:175112:MA:2025-10-03	Oct 3, 2025	Dec 10, 2024	BOSTON, MA	Firm change after gap

Relationships

Registered with (4)

→ WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.Registered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
Dec 10, 2024 to May 21, 2026factForm ADV
→ BOSTON FINANCIAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 4, 2022 to Oct 3, 2025factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Mar 9, 2022 to Sep 23, 2022factForm ADV

Dated events

Occurred
May 21, 2026
Advisor changed firm
Rylee Marie Felice left Captrust for White Lighthouse Investment Management, Inc. (registered 2026-07-02)
Form ADVobserved 6 days ago
Occurred
Oct 3, 2025
Advisor changed firm
Rylee Marie Felice left Boston Financial Management Llc for Captrust (registered 2024-12-10)
Form ADVobserved 6 days ago
Occurred
Sep 23, 2022
Advisor changed firm
Rylee Marie Felice left Osaic Fa, Inc. for Boston Financial Management Llc (registered 2022-10-04)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4466b887-e600-125f-1cb2-cace890e7424
First observed: Mar 9, 2022
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Rylee Marie Felice

Advisor at WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

Boston, MA | BEDFORD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4466b887-e600-125f-1cb2-cace890e7424

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

Independent wealth

Jul 2, 2026

n/a

yes

BEDFORD, MA|Boston, MA

Current employment

Captrust

Institutional manager

Dec 10, 2024

May 21, 2026

Boston, MA

Previous registration

BOSTON FINANCIAL MANAGEMENT LLC

Former SEC adviser

Oct 4, 2022

Oct 3, 2025

BOSTON, MA

Previous registration

OSAIC FA, INC.

Former SEC adviser

Mar 9, 2022

Sep 23, 2022

GLASTONBURY, CT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

Captrust

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

May 21, 2026

Jul 2, 2026

Firm change

Other

BOSTON FINANCIAL MANAGEMENT LLC

Captrust

Oct 3, 2025

Dec 10, 2024

-297

Firm change after gap

Other

OSAIC FA, INC.

BOSTON FINANCIAL MANAGEMENT LLC

Sep 23, 2022

Oct 4, 2022

Firm change

Ibd to RIA

Team

Left

Joined

From

Kind

112360:175112:MA:2025-10-03

Oct 3, 2025

Dec 10, 2024

BOSTON, MA

Firm change after gap