East Aurora, 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
634 Main Street, Suite 200
East Aurora NY 14052
Advisors at this office
4
Advisors at this office
Conor C
Series 63, Series 65
East Aurora, NY
LaSalle St. Investment Advisors, L.L.C.
Conor Casey is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long-term roles at LaSalle St. Securities, Mcdonald Investments Inc., and Goldome Agency. He also holds a life insurance license and is involved in fixed insurance through a specific solutions general agency. 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 approaches, with a notable predominance of non-discretionary assets under management.
Jeffrey K
Series 63, Series 65
East Aurora, NY
LaSalle St. Investment Advisors, L.L.C.
Jeffrey Kamien is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors and LaSalle St. Securities since 2011. Outside of his advisory role, he serves as Tournament Director and a board member for the International Junior Golf Masters, overseeing finance, player development, publicity, and tournament coordination. LaSalle St. Investment Advisors provides personalized 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 management programs and manages a predominance of non-discretionary assets, distinguishing its operational approach.
Jon Z
CFP®, Series 63
East Aurora, NY
LaSalle St. Investment Advisors, L.L.C.
Jon Zach is a CFP® with 21 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at LaSalle St Securities LLC since 2015 and has been a partner at Zach & Cywnski LLC since 2014. In addition to his advisory roles, he is a partner at ZLC Group, a CPA affiliate specializing in accounting, audit, and tax preparation. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pensions, and charitable organizations. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets.
Timothy R
ChFC®, Series 63, Series 65
East Aurora, NY
LaSalle St. Investment Advisors, L.L.C.
Timothy Reed is a ChFC® with 28 years of experience in the financial industry. He has been with LaSalle St. Investment Advisors, L.L.C. and its affiliated broker-dealer since 2006. In addition to his advisory role, he is appointed with an insurance company for fixed insurance sales. LaSalle St. Investment Advisors provides personalized 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 managed programs, utilizing a mix of asset allocation models, mutual funds, ETFs, equities, fixed income, and options.
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