Cfo/sec./treas. · Lasalle St. Investment Advisors, L.L.C.
Daniel J. Schlesser
CRD 1788458 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Lasalle St. Investment Advisors, L.L.C., an SEC-registered wealth manager based in Elmhurst, IL with $5.7 billion in regulatory assets, lists Daniel J. Schlesser on its Form ADV as Cfo/sec./treas., a control person. The SEC filings also name Daniel at 1 other registered adviser.
Firms and roles
- Lasalle St. Investment Advisors, L.L.C.Cfo/sec./treas.Wealth manager · Elmhurst, IL · $5.7B in regulatory assets
- Tilden Loucks & Woodnorth LLCC.f.o./treasurerBroker-dealer firm · Elmhurst, IL · $173M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Vincent E. IncertoChief Compliance Officer, Lasalle St. Investment Advisors, L.L.C.
- Michael M. DrozdChief Investment Officer, Lasalle St. Investment Advisors, L.L.C.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.