Clarence, NY Office

Team
Updated today

Client AUM

$5,196,161,333

Clients

13,711

Advisors

4

Of 159 advisors across 64 offices

Location

9092 Main St.

Clarence NY 14031

Advisors at this office

4

Advisors at this office

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David L

Series 63

Clarence, NY

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

David Lefebre is a financial advisor with Lasalle St. Investment Advisors, L.L.C. He holds a Series 63 designation and has seven years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Lincoln Investment, and HSBC Securities USA, Inc. Outside of advising, he works as a bartender at First Line Brewing. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Jayce W

CFP®, Series 63

Clarence, NY

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

Jayce Wallace is a CFP® with 14 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at Cadaret, Grant & Co., Inc. since 2014 and was involved with Floss Agency, Inc. from 2014 to 2020. Outside of advising, Wallace is a board member at East Aurora Country Club and serves on the committee for the International Junior Masters Golf Tournament. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing asset-allocation models, a mix of mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Dustin E

CFP®, Series 63

Clarence, NY

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

Dustin Emerling is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently an advisor at LaSalle St. Investment Advisors, L.L.C. and has previously worked at Cadaret, Grant & Co., Inc. for 12 years. He is also involved in insurance sales through his role as a partner at Floss, Murphy & Associates LLC, where he sells life, accident, and health insurance products. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominantly non-discretionary asset management approach.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Michael K

Series 66

Clarence, NY

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

Michael Kaminska is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has prior work experience at Cadaret Grant & Co., Inc. Additionally, Kaminska works as a physical therapist at Kaleida Health. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management programs with a notable emphasis on non-discretionary assets.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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