Jeffrey
Kamien

Lasalle St. Investment Advisors, L.L.C

CRD#2450235
Investment Advisor
in East Aurora, NY

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About this Advisor

Jeffrey Kamien is a financial advisor operating in East Aurora, New York with a total of 2 years of industry experience. Kamien is an employee of Lasalle St. Investment Advisors, L.L.C. During their career, Kamien has held roles at Lasalle St. Securities, LLC and Lasalle St. Investment Advisors, LLC. Kamien has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, New York, North Carolina and Virginia. Lasalle St. Investment Advisors, L.L.C is a financial advisory company operating out of Elmhurst, IL. The firm has offices in 63 locations and a total of 131 financial advisors. It controls $3 billion in assets under management among its 8,533 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 8,533 customer accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. Lasalle St. Investment Advisors, L.L.C performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically depend on which service is provided. Fees charged by Lasalle St. Investment Advisors, L.L.C most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

634 Main Street Suite 200
East Aurora, NY 14052

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

Total Assets Under Management

$2,728,117,681

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

131

NY Average: 44
Total Number of Accounts

8,533

NY Average: 2,564
Average Account Size

$319,714

NY Average: $2,603,165

Investment Advisory Services

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

Jeffrey Kamien Work History

Jeffrey has been registered as a financial advisor for 2 years.*

2011 - Present (13 years)

Lasalle St. Securities, LLC

2011 - Present (13 years)

Lasalle St. Investment Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Kamien 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

Thomas Damasco
Willow Grove, PA
Scott Uebelhoer
Elmhurst, IL
Deborah Vinson
Tyler, TX
Steven Cook
Elmhurst, IL
David Love
Oklahoma City, OK
Gregory Shirk
Fort Wayne, IN
Jason Briscoe
Elmhurst, IL
Kirk Loomis
Elmhurst, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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