Clarence, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
LaSalle St. Investment Advisors, L.L.C.
Multi-team
Firm-wide stats for LaSalle St. Investment Advisors, L.L.C.
About
LaSalle St. Investment Advisors (LSIA) provides personalized, fee‑based financial planning and investment supervisory services to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations and small businesses. Its service menu includes the non‑discretionary LaSalle St. Asset Management Program (LAMP), managed discretionary programs, qualified plan consulting, third‑party manager selection and monitoring, subadvisor/co‑advisor arrangements, and written financial plans.
The firm offers both non‑discretionary and discretionary approaches: LAMP is managed on a non‑discretionary basis requiring client approval of recommendations, while other managed programs grant LSIA discretion and rely on asset‑allocation models, periodic rebalancing, and a mix of mutual funds, ETFs, equities, fixed income and options. LSIA also recommends and supervises third‑party managers, participates in wrap platforms (including Fidelity’s FMAX), and generally executes through its affiliated broker‑dealer LaSalle St. Securities with clearing relationships at National Financial Services/Fidelity.
A distinguishing operational feature is the firm’s asset mix: as of December 31, 2025 LSIA reported about $3.9 billion managed non‑discretionary versus about $1.84 billion managed discretionary (plus roughly $225 million under advisement), a predominance of non‑discretionary assets that is uncommon for large enterprise advisers. The brochure also discloses routine fee‑sharing and solicitor/co‑advisor arrangements (with typical solicitor splits described around 1.00%), and expense‑sharing and clearing relationships with its affiliate — characteristics that bear on conflicts of interest and trade execution practices.
Expertise
Location
9092 Main St.
Clarence NY 14031
Advisors at this office
4
Advisors at this office
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., holding a Series 63 designation and seven years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Lincoln Investment, and HSBC Securities USA, Inc. Outside of his advisory work, he is involved as a bartender at First Line Brewing. 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 management programs, as well as third-party manager selection and consulting.
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 worked for Cadaret, Grant & Co., Inc. for 11 years and was also associated with Floss Agency, Inc. for six years. Outside of his advisory role, Wallace is a partner in an insurance firm and serves on the board of the East Aurora Country Club, where he is a committee member 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 discretionary and non-discretionary investment management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.
Dustin E
CFP®, Series 63
Clarence, NY
LaSalle St. Investment Advisors, L.L.C.
Dustin Emerling is a CFP® with 12 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He previously worked at Cadaret, Grant & Co., Inc. for 12 years and has been involved with Ems Financial Services, LLC since 2013. Outside of his advisory role, he is a partner at Floss, Murphy & Associates LLC, where he sells life, accident, health, and property and casualty insurance. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including model portfolios and third-party manager supervision, with a notable emphasis on non-discretionary asset management.
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 previously worked at Cadaret Grant & Co., Inc. from 2023 to 2025. Outside of his advisory role, Kaminska works as a physical therapist with Kaleida Health. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.
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