Theodore
Zamerski

Lasalle St. Investment Advisors, L.L.C

CRD#2405693
Investment Advisor
in Bel Air, MD

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About this Advisor

Theodore Zamerski is a financial advisor based in Bel Air, Maryland, working with Lasalle St. Investment Advisors, L.L.C. Theodore has previously held positions at La Salle St. Securities, Inc and as a Sole Proprietor. Theodore has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware, Florida, Maryland, North Carolina, Pennsylvania, and Virginia. Currently, Theodore is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Bel Air, Maryland. 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 65, Personal Financial Specialist

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

1106 Timberlea Dr
Bel Air, MD 21014

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

Total Assets Under Management

$3,475,023,837

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

141

MD Average: 44
Total Number of Accounts

10,422

MD Average: 2,564
Average Account Size

$333,432

MD Average: $2,603,165

Investment Advisory Services

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

Theodore Zamerski Work History

1998 - Present (26 years)

La Salle St. Securities, Inc

1976 - Present (48 years)

Sole Proprietor

Disclosures

Please visit the SEC profile of Theodore Zamerski 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

Steven Cook
Elmhurst, IL
Erin Ortiz
Tyler, TX
Timothy Harrison
New Castle, PA
Shaena Yorke
Strongsville, OH
John Forbes
Escondido, CA
Sagen Augustin
Bonita Springs, FL
Christopher Hoy
Providence, RI
Cameron Crone
Odessa, TX

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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