Joseph
Pelosi
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Joseph Pelosi is a financial advisor operating in East Greenwich, Rhode Island who has 5 years of industry experience. Pelosi currently works for Lasalle St. Investment Advisors, L.L.C. Throughout their career, they have worked at Mass Mutual Life Insurance Company, Mml Investors Services, Sensata Technology, Inc and Lasalle St Securities. Pelosi has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Connecticut, Massachusetts and Rhode Island. Lasalle St. Investment Advisors, L.L.C is a firm that has its headquarters in Elmhurst, IL. It has offices in 63 locations and a total of 131 employees. It manages $3 billion in assets among its 8,533 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 8,533 customer accounts, just 4% are associated with high-net-worth investors who have at least $1 million in investable assets. Lasalle St. Investment Advisors, L.L.C offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on which service is provided. Fees charged by Lasalle St. Investment Advisors, L.L.C most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lasalle St. Investment Advisors, L.L.C Brokerage Details
$2,728,117,681
131
8,533
$319,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Pelosi Work History
Joseph has been registered as a financial advisor for 5 years.*
Lasalle St Securities
Mml Investors Services
Mass Mutual Life Insurance Company
Sensata Technology, Inc
*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 Joseph Pelosi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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