Timothy
Reed

Lasalle St. Investment Advisors, L.L.C

CRD#2364340
Investment Advisor
in East Aurora, NY

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About this Advisor

Timothy Reed is a chartered financial consultant based in East Aurora, New York who has 2 years of industry experience. Reed is currently employed by Lasalle St. Investment Advisors, L.L.C. Their career trajectory has included roles at Lasalle St. Securities, L.L.C and Lasalle St. Investment Advisors, LLC. Reed maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Lasalle St. Investment Advisors, L.L.C is an advisory business that has its headquarters in Elmhurst, IL. It has offices in 63 locations and a total of 131 financial advisors. It oversees $3 billion in assets under management between its 8,533 customer accounts, placing it among the biggest 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 greater than $1 million in investable assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on which services the firm provides the client. However, fees charged by Lasalle St. Investment Advisors, L.L.C likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

Timothy Reed Work History

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

2007 - Present (17 years)

Lasalle St. Investment Advisors, LLC

2006 - Present (18 years)

Lasalle St. Securities, L.L.C

*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 Timothy Reed 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

Scott Uebelhoer
Elmhurst, IL
Deborah Vinson
Tyler, TX
Thomas Damasco
Willow Grove, PA
Gregory Shirk
Fort Wayne, IN
David Love
Oklahoma City, OK
Steven Cook
Elmhurst, IL
Jeffrey Talarico
Elmhurst, IL
Erin Ortiz
Tyler, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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