Best Investors Account Sign in

Patrick Allen Daly

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

Mendham, NJ

Elmhurst, IL

Claim This Profile
Current Employers
Lasalle St. Investment Advisors, L.L.C.

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2025-09-25
FL RA APPROVED 2024-09-05
NC RA APPROVED 2024-08-13
GA RA APPROVED 2024-08-12
MO RA APPROVED 2024-08-08
MA RA APPROVED 2024-08-06
PA RA APPROVED 2024-08-01
DE RA APPROVED 2024-07-31
CA RA APPROVED 2024-07-30
NJ RA APPROVED 2024-07-15
  • WV RA
    APPROVED
    Since 2025-09-25
  • FL RA
    APPROVED
    Since 2024-09-05
  • NC RA
    APPROVED
    Since 2024-08-13
  • GA RA
    APPROVED
    Since 2024-08-12
  • MO RA
    APPROVED
    Since 2024-08-08
  • MA RA
    APPROVED
    Since 2024-08-06
  • PA RA
    APPROVED
    Since 2024-08-01
  • DE RA
    APPROVED
    Since 2024-07-31
  • CA RA
    APPROVED
    Since 2024-07-30
  • NJ RA
    APPROVED
    Since 2024-07-15

Branch Locations

7 West Main St. Unit 2F, Mendham, NJ 07945 • United States

940 N. Industrial Dr., Elmhurst, IL 60126-1131 • 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
Stifel Nicolaus & Co Inc Roxbury NJ 05/2009 07/2024
Lasalle St. Securities, Llc Elmhurst IL 07/2024 Present
Lasalle St. Investment Advisors, Llc Elmhurst IL 07/2024 Present
  • 05/2009 → 07/2024
    Stifel Nicolaus & Co Inc
    Roxbury, NJ
  • 07/2024 → Present
    Lasalle St. Securities, Llc
    Elmhurst, IL
  • 07/2024 → Present
    Lasalle St. Investment Advisors, Llc
    Elmhurst, IL
Previous Registrations
Other Businesses

LaSalle St. Insurance Services; provide annuity and insurance products to clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-16
S63 Uniform Securities Agent State Law Examination 1993-06-24
  • S66 Uniform Combined State Law Examination
    2005-09-16
  • S63 Uniform Securities Agent State Law Examination
    1993-06-24
Other Names
  • Patrick A Daly

View on SEC IAPD

More in Mendham, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor