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Andrew John Lewis

Lasalle St. Investment Advisors, L.L.C.

Mchenry, IL

CRD 7695647

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Employer firm

Lasalle St. Investment Advisors, L.l.c. CRD 109701

$5.74B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Lasalle St. Investment Advisors, L.L.C.

940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-08-15
  • IL RA
    APPROVED
    Since 2023-08-15

Branch Locations

5435 Bull Valley Rd. Suite #300, Mchenry, IL 60050 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dry Dock Longboat Key FL 01/2013 12/2022
Lasalle St. Securities, Llc Mchenry IL 02/2023 Present
  • 01/2013 → 12/2022
    Dry Dock
    Longboat Key, FL
  • 02/2023 → Present
    Lasalle St. Securities, Llc
    Mchenry, IL
Other Businesses

Fixed Insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-07
  • S66 Uniform Combined State Law Examination
    2023-08-07

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

DAVID J KOCH
BRIAN RONALD LUEDKE
LISA L MICKLEVITZ

Nearby Offices

LPL FINANCIAL LLC · MCHENRY, IL
COMMONWEALTH FINANCIAL NETWORK · McHenry, IL
LPL FINANCIAL LLC · MCHENRY, IL

More in Mchenry, IL

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