Sidney
Yeomans

Lasalle St. Investment Advisors, L.L.C

CRD#4994117
Investment Advisor
in Bonita Springs, FL

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About this Advisor

Sidney Yeomans is a financial advisor based in Bonita Springs, Florida, working with Lasalle St. Investment Advisors, L.L.C. Sidney has previously held positions at Trinity Univ, Lasalle St. Securities, LLC, Lasalle St. Investment Advisors, LLC, and Lasalle St Investment Advisors. Sidney has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Connecticut, Illinois, Indiana, and Ohio. Currently, Sidney is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Bonita Springs, Florida. The firm has 63 offices and 141 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9134 Isla Bella Circle
Bonita Springs, FL 34135

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

Total Assets Under Management

$3,475,023,837

FL Average: $6,674,516,078
Total Number of Employees

141

FL Average: 44
Total Number of Accounts

10,422

FL Average: 2,564
Average Account Size

$333,432

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Sidney Yeomans Work History

2013 - Present (11 years)

Lasalle St Investment Advisors

2010 - Present (14 years)

Lasalle St. Securities, LLC

2010 - Present (14 years)

Lasalle St. Investment Advisors, LLC

2005 - Present (19 years)

Trinity Univ

Disclosures

Please visit the SEC profile of Sidney Yeomans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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

Mark Hemmerly
Indianapolis, IN
Timothy Harrison
New Castle, PA
Christopher Hoy
Providence, RI
Erin Ortiz
Tyler, TX
Shaena Yorke
Strongsville, OH
Steven Cook
Elmhurst, IL
Levi Trueblood
Elmhurst, IL
Sagen Augustin
Bonita Springs, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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