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Kristen Lasasso

Clifford Swan Investment Counselors

Pasadena, CA

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Current Employers
Clifford Swan Investment Counselors

177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-21
  • CA RA
    APPROVED
    Since 2025-04-21

Branch Locations

177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965 • 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
Paul R. Ried Financial Group, Llc Bellevue WA 01/2024 03/2025
Cerity Partners Los Angeles CA 10/2022 12/2023
Convington Capital Management Los Angeles CA 03/2021 10/2022
Jj Greenpaper, Inc. Miami FL 10/2021 02/2022
Retro Fitness Miami CA 09/2019 02/2022
Convington Capital Management Los Angeles CA 07/2020 10/2021
Sl Advisors Westfield NJ 04/2018 09/2019
Sanctuary 7 Pilates Miami FL 01/2017 03/2018
Capital Wealth Advisors, Inc. Naples FL 02/2016 09/2016
Unemployed Naples FL 09/2016 01/2017
Clifford Swan Investment Counselors Pasadena CA 04/2024 Present
  • 01/2024 → 03/2025
    Paul R. Ried Financial Group, Llc
    Bellevue, WA
  • 10/2022 → 12/2023
    Cerity Partners
    Los Angeles, CA
  • 03/2021 → 10/2022
    Convington Capital Management
    Los Angeles, CA
  • 10/2021 → 02/2022
    Jj Greenpaper, Inc.
    Miami, FL
  • 09/2019 → 02/2022
    Retro Fitness
    Miami, CA
  • 07/2020 → 10/2021
    Convington Capital Management
    Los Angeles, CA
  • 04/2018 → 09/2019
    Sl Advisors
    Westfield, NJ
  • 01/2017 → 03/2018
    Sanctuary 7 Pilates
    Miami, FL
  • 02/2016 → 09/2016
    Capital Wealth Advisors, Inc.
    Naples, FL
  • 09/2016 → 01/2017
    Unemployed
    Naples, FL
  • 04/2024 → Present
    Clifford Swan Investment Counselors
    Pasadena, CA
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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