Thomas
Damasco

Lasalle St. Investment Advisors, L.L.C

CRD#1798396
Investment Advisor
in Willow Grove, PA

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About this Advisor

Thomas Damasco is a chartered financial analyst who works in Willow Grove, Pennsylvania with 1 year of relevant experience. Damasco currently works for Lasalle St. Investment Advisors, L.L.C. Throughout their career, Damasco has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Repko, Kuter & Daye, Bank Of America, N.A, Td Ameritrade, Td Bank, N.A and Td Private Client Wealth LLC. Damasco has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania and Texas. Lasalle St. Investment Advisors, L.L.C is a financial advisory company that has its headquarters in Elmhurst, IL. The firm has offices in 63 locations and a total of 131 people on staff. It manages $3 billion in assets under management across its 8,533 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 8,533 customer accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees largely vary depending on which service is offered. However, fees charged by Lasalle St. Investment Advisors, L.L.C can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

1 year

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

1000 Easton Road
Willow Grove, PA 19090

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

Total Assets Under Management

$2,728,117,681

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

131

PA Average: 44
Total Number of Accounts

8,533

PA Average: 2,564
Average Account Size

$319,714

PA Average: $2,603,165

Investment Advisory Services

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

Thomas Damasco Work History

Thomas has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Td Bank, N.A

2018 - Present (6 years)

Td Private Client Wealth LLC

2015 - 2018 (3 years)

Td Ameritrade

2013 - 2015 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Repko, Kuter & Daye

2013 - 2015 (2 years)

Bank Of America, N.A

*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 Thomas Damasco 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

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